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Vernon CMS Help

Navigation: System Administration > Site Configuration

Setting up Standard Reports

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Standard reports are reports that are available via the Reports > Quick Reports menu. They are also available on their own tab in the Reporting tool.

If you want reports to be tied to procedural status changes, see Procedural Reports.

To set up a Standard Report:

1.Go to the Reporting tool, by clicking the Report button on the toolbar.

2.Set up and save the Report Format that you want as the standard report, if it hasn't been created already.

3.Go to the Report Template button then click the Standard tab

4.Click the Standard Report Setup button in the bottom right of the window

5.Click to the bottom of the table that opens, and press the down arrow key on your keyboard to add a new row.

6.In the Report column, add the name of the Report Template that you want to add as a standard report.

7.In the 'Available as a Quick Report From' column, click the Options button to choose a datafile.

8.Click OK.