Setting Up for Reporting Success

In this video, I will guide you through the process of setting up your reporting for success. We will start by customizing client management and determining access to reporting. Then, we will set access levels using user role templates and customize checklists, forms, and email alerts. I will also show you how to further customize access at the individual level and set up completion emails for custom forms. Finally, we will explore how to customize reporting features within forms to better view and preview data. By the end of this video, you will have a clear understanding of how to set up your reporting effectively.

0:00 Introduction

0:36 Customizing Checklists and Forms

0:58 Customizing Access at the Individual Level

1:32 Additional Components for Facility Managers

2:15 Customizing Reporting Features within Forms