Forms

PATH:
Reports
>
ROLE PRIVILEGES NEEDED: <udl-white>Forms Report<udl-white>

FILTER | REPORTS | QUIZ

Forms Reports are pulled from the patient and associate Documents Tab under Forms.  To run a Forms Report, go to

  1. Reports
  2. Forms

Select the drop down <btn>   < Select >      ▾   <btn> to the right of Form Type to select the type of form you want a report on

Select the drop down <btn>   Louisiana Labour of Love       ▾   <btn> to the right of Agency to select your agency.

Select the drop down <btn>   All      ▾   <btn> to the right of Agency Type to choose the agency type.

Enter your From To dates

FILTER <returntomenu>menu ↑<returntomenu>

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Type

OR you can filter by selecting the drop down <btn>   All     ▾   <btn> under Status

Click <btnw>   Search   <btnw>

REPORTS <returntomenu>menu ↑<returntomenu>

When you have chosen all your options, click on the type of report you want and then click "Export".

Forms <btnw>   PDF     ▾  <btnw>  includes:

Forms <btnw>   Spreadsheet     ▾  <btnw> includes:

Interactive Tutorial