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| Step | Instruction | Screenshot |
|---|---|---|
1 | Navigate to the Form you wish to create your report template against. Select the Group name the form is associated with. Select the form Name to open up the for 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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A blank report template will be created. The following sections of this practice will provide instruction on populating a report template with report elements and configuring element properties.
| 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 fields that are added to your form, navigate to the Field module using a separate tab or window to test it out. This becomes more critical when you apply visualization, calculation, and validation rules to fields. |