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First run the report in the normal manner from your desktop computer.
Then click on the "Save" menu tool on the toolbar and select the appropriate type of role to make the report available to for viewing. (Note that Client and Caregiver users can only view their own profile and have no access to other people's profiles in the mobile apps. An exception is the Care Plan report which can be accessible from schedules when made visible for caregivers.)
If there is information for multiple people or organizations in the report, the report is regenerated for each individual person or organization in the report to save just their information on their profile.
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You can also view the archived report(s) contents in this location. |
