Importing A Reporting Template

00:01: Hi, this is Nikki from healthy roster. 00:03: This tutorial is going to walk you through how to import our reporting template that's 00:07: been shared with you the provider user. 00:11: You will begin on the reporting tab. 00:17: From this page, select ad. 00:20: The reporting modal will now populate rather than and putting 00:24: a name in the description or selecting from one of the available templates. 00:28: You're going to navigate to the import button in the lower left hand corner. 00:35: From the downloads on your device, you will select the downloaded form 00:39: template. 00:41: The report for this user will not generate this, user should take a moment to familiarize 00:45: themselves. With the report itself selecting refresh will 00:50: give a better depiction of what is House on this report? Take 00:54: note of the title as well as images during this edit mode phase. 01:00: In most instances, you will want to change the title of this report. 01:04: Select the edit icon. 01:07: You then can change the name and description of this report select. 01:11: Okay to apply your change. 01:14: Once you are happy with the generation of this report and layout you 01:18: can select done to exit edit mode. 01:22: The report is now accessible to this user within their reporting tab. 01:26: We do recommend selecting the menu icon in the upper right-hand corner. 01:31: And favoring reports that you will continually use over and over again. 01:35: So you can quickly search simply by favorited reports. 01:39: If you have questions or need more help, please visit the help tab on the left 01:43: navigation or reaches directly at help at healthy roster. 01:46: Com