Form Designer Adding Custom Reports to Forms

Jennifer Eggerton

May 27, 2026

564

Display custom report results inside a Form Designer form.

Purpose	Add a custom report to a form so users can view report results while completing the form.
Who should do this	CAREWare administrators, report builders, and form designers.
Use custom reports in forms when you need to	Show clinical status or required data elements during form completion.
Main warning	Add only reports that are appropriate for the form workflow and user access.
Primary reference	Form Designer Adding Custom Reports to Forms - jProg Support

Quick path
Open the form in Form Designer > Custom Reports > Add > select Report Name > Add > Back > Add Control.

Before you begin

Create and test the custom report before adding it to a form.

Know the report name users should see.

Open the form in Form Designer.

Tip
Use custom reports to show information that helps users complete the form, such as labs or other clinical status information.

Add the custom report control

Add the report to the form and place it on the page.

Step 1. Click Custom Reports.

Step 2. Click Add.

Step 3. Select a Report Name.

Step 4. Click Add.

Step 5. Click Back.

Step 6. Click Add Control.

Step 7. Type the report name in the Search field.

Step 8. Click the Custom Report.

Step 9. Click Add.

Step 10. Drag the Custom Report to the desired location on the page.

How to confirm it worked

1. The custom report appears as a control in Add Control.

2. The report control appears on the form page.

3. When used, the report displays the expected results for the client.

Troubleshooting and common questions

Why does the report not appear in Add Control?

Confirm the report was added under Custom Reports and that you are searching for the correct report name.

Why are the results not what I expected?

Review the custom report definition outside Form Designer, then return to the form.

When to contact Help Desk

Contact your CAREWare Help Desk or local administrator when:

Related HappyFox references

Document	Use it for
Form Designer	Overview, planning guidance, key terms, and permissions.
Form Designer Adding Custom Reports to Forms (primary)	Add a custom report as a control on a form.