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Creating a Report Template
| Step | Instruction | Screenshot |
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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.
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Adding Elements to a Report Template
| Step | Description | Instruction | Screenshot |
|---|---|---|---|
| 1 | Create the Sections of the Report with section headings | A. In the right hand panel, select the Elements tab. Select Panel (click and hold) and drag the panel element to the body of the report template. B. Repeat step A so there is a panel within a panel. Select Label (click and hold) and drag the label element inside the two panel elements. C. Select the label element that you just moved onto the report template. The outline of the element should be highlighted in blue when it is selected. Select the Properties tab. The text field will default in the text "Content". Delete this text and update it with "General Information". Highlight the text and select the "B" icon in the text editor to make the text bold. Update the font size to "12" and the Text Align to "Center". D. Repeat steps A - C to create sections for "Observation Information", "Remarks" and "Attachments" Remember to select the Save icon often when making updates. |
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