Adding Records and Other Data to Reports
There are multiple types of patient data displayed in JLV that can be
added to a report with or without
the Report Builder open on the portal:
Please review the following for detailed information on adding records
to a report:
- Records
from clinical data widgets.
Right-click
a record displayed within a widget and select Add
Record to Report. This
option is available from both minimized and expanded widget views.

- Details
or Notes displayed from standalone windows.
Click Add
Record
in the toolbar of an open Details
or Notes window to add the additional information to a report.

- Documents. Documents
are available from multiple widgets. To add documents to the Report
Builder, click the document link (usually appears within the Description
or Title column of a widget) to access the document and click Add to Report Builder when prompted.

- Patient
demographics from Demographics widget.
Right-click within the Demographics widget to display the Add Record to Report Builder
option. This action adds only the patient demographics from the site
shown. To add demographics from additional sites, click the desired
site tab within the Demographics widget, and right-click to display the Add Record to Report Builder option.

- Patient
alerts. Click Add
Record
in the toolbar
of an open Flag Details window to add the additional information to a report.

Note: When
a Details or Notes link appears alongside a record in a
widget (as seen in the following example), right-clicking the widget row
and selecting Add Record to Report
will not add the details or notes to the Report Builder. To add details
or notes, click the link within the widget column to open and view the
data, and then click Add Record
in the toolbar of an open Details or Notes window or click Add
to Report Builder when prompted.

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