Custom Report

You can use various data elements to create a custom report. Select the down arrow next to the report name text field to create, delete, or load custom reports.

Add a Report

1. Choose Report from the main menu.

2. Choose Custom Report. 

3. If the page is not displayed in New Report mode, select New Report from the down arrow list.

4. Add staff-related data elements.

   1. Click Add Staff Information.

   2. Select the desired elements.

   3. Click OK.

5. Add form elements.

   1. Click Add Form Elements.

   2. Select a checklist.

   3. Select a form. Available form elements display. 

   4. Select a form element.

   5. Click OK.

6. If needed, click Edit to update the data element name.

7. Click View Report to run the report. You have the option to Export the results or return to the Report Settings page.

8. To save the report, enter a unique report name and click Save.

Load a Report

1. Choose Report from the main menu.

2. Choose Custom Report. 

3. Select a custom report from the down arrow list.

4. Click View Report to run the report.

5. You have the option to Export the results or return to the Report Settings page.