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:

 

 

AddRecordToReport.png

 

 

ReportBuilderAddNote.png

 

 

DocumentsAddtoReport.png

 

 

DemographicsAddReport.png

 

 

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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 plus.PNG in the toolbar of an open Details or Notes window or click Add to Report Builder when prompted.

 

DocumentsMinimizedDetails.PNG

 

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