Reports can be created by going to Reports > Create New Report via the navigation menu.

The first step is to select a form.

If you have no forms in your company collection, have a read of this article.

Once you have selected a form, start by filling at the relevant Client, Appointment and Licence details. You can either create or search for an existing Client or Appointment by clicking on the appropriate fields.

Make sure you will out all the necessary details, otherwise your progress will not be saved locally.

Once all of the mandatory fields have been completed, continue down the page to fill out details for your selected form.

If you need to check something else within the system, the report will be saved locally.

In the navigation menu, a orange bubble will appear to denote that it has been temporarily saved.

You can only have one temporarily saved report at a time.

If you want to save the report and continue filling it out later, choose "Save Draft". You can save the report as a draft at any point.

If you have filled out all the required fields, the "Publish" button will turn green.

Publishing the form will automatically generate a PDF and prompt you if you'd like to send it off to the client.

Once complete you can then view the report or fill out an invoice straight away.

Viewing the report will summarise the report and also offer a PDF download. If you need to further edit the report you can click on the "Edit Report" button.

If you saved the report as a draft and didn't finish filling it out, a red banner will display at the top of the dialog (as pictured below).

An incomplete report must be completed before it can be sent to a client.

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