Completing a report

Completing a report

Your client records contain various overviews, including 'Reports'. In this section, you can create reports using your templates.

These templates allow you to create a report about anything you want. For example, a visit, a client meeting, or anything else you want to document in a report.

To create a report, click the + button. If you have multiple templates, select the template you want to use.

You will then see a form containing the fields from the selected template, as well as some additional fields relevant to the client or their animal, depending on the context in which the report is created.

Folders

By default, all reports are listed separately, but you can easily place them in a folder to keep them organized, for example for a new treatment cycle or case.

By clicking the 'New folder' button, you can create a new folder. From this folder, you can then create new reports directly or move existing reports to the folder.

To move a report into or out of a folder, click the button "Options" for the report and then select "Place in a folder". To remove an existing report from a folder, click the button "Options" and then select "Remove from folder".