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This page is meant to provide a step by step instruction , on how to create a report template within Report Designer. The example report template created for the screen shots below were was built off a Daily Observation form with general discrepancy tracking (used in the Form Designer Practice). A form must be created first, prior to creating the report design. It is recommended that you complete the DIY Form Designer Practice prior to starting this practice. Note that which form fields are added to the report template and where they are positioned is completely configurable. This practice is just to get you familiar with basic report design functionality.
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| Step | Instruction | Screenshot |
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1 | Navigate to the Form you wish to create your report template against in Administration > Activity > Forms. Select the Group group name the form is associated with. Select the form Name name to open up the for form in Form Designer. |
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| 2 | Select Report Designer. |
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| 3 | Select Add New Report. |
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| 4 | Provide a Name, Code, and Default Title. Select Create. |
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| Tip |
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We recommend that you save updates to the report template often. Very complex logic and or data sourcing can be built into a report design. If the logic or sourcing does not pass validation, MetaField will throw an error and not allow the report template to be saved. Saving in between changes will ensure that if validation is thrown, you will know the last update you made and correct it. It is also recommended that after every couple of updates that are made to your report design, navigate to the QC module using a separate tab or window to preview the report. Note that you will need to have the form record entered into the system. This becomes more critical when you apply hide expressions and various properties to fields on your report template.. |
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