WebPT Ideas and Discovery

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Create a face sheet report

I was trying to create a face sheet/cover sheet that captures all client information needed. I added the information into Client Custom Fields but was unable to print off all of he information in a single report. Your team suggested creating a custom report, which I did, however, the report printed in column format. So my suggestion is to 1.) create a feature in Custom Reports which allows USER to add ROWS and COLUMNS or 2.) Create a snapshot report called "Face Sheet Report" which allows USER to add information specific to agency needs.

  • Guest
  • May 4 2022
  • Future Consideration
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