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Creating a report involves several straightforward actions. Follow these instructions to generate a report effectively.

  1. Navigate to the reports tab and select "New Report" on the right side.
  2. In the categories section, choose "All."
  3. Input "person" into the "Select a report type" field to filter for person-centered results.
  4. Browse through the available options and select "Consultation Form."
  5. Click on "Start Report" to initiate the report creation.
  6. To add more information to the report, go to the "Columns" section. Here, you can select additional data to include.
  7. If you want to add "Appointment Date and Time," select it, and it will be pulled into the report.
  8. You can also search for other information, such as "Date of Birth" or "Account Number." If "Date of Birth" does not appear, try searching for "Person Date."
  9. If needed, you can add the person's phone number if it is available.
  10. Rearrange the columns by clicking and dragging them into your desired order. You can place the person's name first or adjust the order as needed.
  11. Once you have arranged the columns, select "Save and Run."
  12. Change the report name to something descriptive, such as "Person Medical Consultation Form Report."
  13. The system will assign a unique name to the report automatically. You can leave this as is.
  14. Optionally, provide a detailed report description.
  15. For privacy, you can save the report as a private report or select "Public Reports" for broader access.
  16. Choose the appropriate folder and save the report.
  17. To verify the creation of the report, return to the reports tab. You should see the newly created report listed there.

By following these actions, you will successfully create and save a report tailored to your needs

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