Completing reports

Completing reports

Your client records and their animal 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 treatment, examination, visit, conversation with a customer, 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, along with some additional fields relevant to the client or their animal, depending on where the report is created.

Folders

All reports are listed separately by default, 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. You can then create new reports directly from this folder or move existing reports to the folder.

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