Creating the same reporting package for multiple clients is made easy by utilizing Report Templates.
Accessing reporting templates
Locate reporting templates through the Template Manager.
From the client list, select Templates > Reporting
From the close page, select the arrows next to the Home button > Templates > Reporting
💡 Standard users will not have access to the Template Manager.
Creating a new reporting template
To create a new reporting template,
Go to the Template Manager
Go to the Reporting tab
Select "Add New"
Save your work
Editing a reporting template
To make changes to a reporting template,
Go to the Template Manager
Go to the Reporting tab
Select your desired template
Make changes as needed
Save you work
❗ Any changes made to existing report templates will apply retroactively to all clients that use that template. ❗
Applying a reporting template
Reporting templates can be applied in a number of ways.
From the close page
Under the Reporting tab of the close, users can add a reporting template under Settings > Template
From the Template Manager
Reporting templates can be applied to clients from the Templates Manager by selecting a template and clicking Add to Client.
From Practice Settings
Templates can also be applied under Practice Settings > All Client Settings.
From Practice Settings (⚙️ icon)
Select All client settings
Select the Reporting tab
Add a Management Report Template from the list of drop down options
