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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 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.
Additionally, this practice will give step by step instruction on how to create the Activity Discrepancy report template if Discrepancy Tracking is being leveraged.
Create the Report Template
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