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Report template setup
- Setting up a new report template
- Naming the report template
- Adding a note to a report template
- Adding your company information to report templates
- Setting up your parameter groups and parameters
- Setting up text fields for your report
Report template settings
- Adjusting the report type on a report template
- Adjusting permissions to view and fill out reports
- Adjusting signature fields
- Adjusting parameter columns
- Image attachment settings
- Adjusting the comments
Report template types
Features for templates
Parameters and groups
- Creating a parameter group
- Creating a parameter
- Creating a parameter comment
- Editing a parameter group
- Editing a parameter
- Editing a parameter comment