Custom reports can be included in Form Designer forms, in which the report can be run and the results displayed in the form. This can be useful for informing users of clinical status of clients or required data elements that need to be completed for the client in the form.

1. Click Custom Reports.
2. Click Add.
3. Select a Report Name.

Note: (If a new report needs to be added, follow the instructions here.

4. Click Add.

Note: The custom report has been added as a new control for the page.

5. Click Back.
6. Click Add Control.
7. Type the name of the report in the search field.
8. Click the Custom Report.
9. Click Add.
10. Drag the Custom Report to the desired location on the page.

In this example, a list of the client’s labs would appear including the source of the labs (e.g. Lab Corp, Quest, Epic, etc.).