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Tips & Tricks

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Tips & Tricks

This category includes additional tips and tricks regarding our reporting capabilities.

  • Running an Existing Report
  • Recreating Sunset Reports
  • Editing Form Data Reporting
  • How to make a report on Form Data
  • Advanced Editing in Reporting
  • Editing Form Data Reporting
  • Sharing Reports
  • Reporting Templates and Data Sources
  • Importing A Reporting Template
  • Advanced Reporting - Edit Mode vs. Run Mode
  • Auto-Series For Bar Charts and Line Charts

Popular Articles

  1. Patient / Parent / Representative Walkthrough
  2. Kiosk Mode Overview (iOS and Android)
  3. Patient Creation Options
  4. Creating An Account As A Patient/Primary User
  5. Document Compliance Report
  6. Creating Your Account

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