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Adjusting the report type on a report template

How do I adjust the type of my report template?

By choosing a report type for your templates, you get the option to sort and analyze completed reports by type when you go to Reports > Completed reports. 

Most often, the type of the report is predetermined by the type of template.

If you want to edit the report type, you can do this in the template settings.

 

NOTE:

Once you start using a template to fill out reports, you can no longer edit the template. Instead, you can create a new report template or copy an existing one and edit the copy. 

Make your adjustments and start using the new template. You can hide the old template, so it can no longer be used.

 

In this article, you will learn how to:

 

 

 

 

Adjusting the report type of your template

When you are in the process of creating or editing a template, you have the option to change the settings. 

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In the top menu, click on Settings

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In the field Report type, click on the dropdown menu and choose the desired type.

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INFO:

You can choose one of the following types for your report:

  • Quality report
  • Workplace assessment
  • Control schedule
  • Satisfaction survey
  • Questionnaire
  • Other report

  

 

 

 

Sorting completed reports by type

It is possible to sort and pull data on reports by type once they have been filled out.

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Click on Reports > Completed reports and then fold out the dropdown menu Report type. Afterward, pick out the report type, you want to sort out.

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Continue to the article: Adjusting permissions to view and fill out reports

Learn more about changing permissions in the settings of a template (who can see and/or fill out the report).