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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