Report Templates

If you want to create the same reporting package for multiple clients, you can do this by creating Report Templates.

Creating templates

You can create a new template from an existing client by going to the settings wheel on the reporting page and clicking Add Current Settings as Template.

You can also create templates from the Client List in the Templates section.

Editing templates

From the Client List page, you can edit templates by going to the Templates section and choosing Reporting. Make sure to click Save to save your changes.

Any changes made to templates will apply across all clients that use that template.



Adding templates to clients

You can add templates to clients from the Templates section on the Client List page by clicking the Add to Client button.

You can also add templates to clients from the Client Settings Table. You can find this in the Practice Settings Wheel.