Importing A Reporting Template
Written by Amelia Boyer
Updated at February 10th, 2025
Table of Contents
Importing A Reporting Template
Provider admins in Healthy Roster can share reporting templates with other provider users. This feature allows for a more streamlined reporting process that ultimately helps deliver more accurate and useful information. This tutorial will walk you through importing that template into your account.
Video Tutorial:
Step-By-Step Tutorial:
- To generate the report for the new provider user, navigate to the reporting tab
- Select Add
- Select Import
- Select the import from your device to upload
- Refresh the report and familiarize yourself with the data
- Edit the report as necessary, select Done when you're done editing the report
- Run mode will now be accessible for the report
