If you want to add a report for the employees under one specific client for them to fill out, you may be interested in reading and following the steps below.
Before you start, it is important to have a report previously created, if you don´t have a report yet, please check the article:
How do I add or edit Report Types?
- Go to "Clients" and click "Clients List", here you can filter or look for the Account to which you want the report to be added.
- Open the information of the Client you desire and click the tab "Reports", you will see several subtabs at the top of the screen, and click "Report Template".
- Click the button "+", this will open the section "Add Report Template" and here you select the post location where you want to add the previously created report.
- Once you selected the post location, select the report you want and click the button "Save" to update the changes you have made.
- If you want the report to be available for all the employees and all the post locations, you will have to repeat the process of the previous step but with each post location where you want the employees to fill the report.