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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. Which form fields are added to the report template and where they are positioned is completely configurable.

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

Creating a Report Template


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