Getting Started with Custom Reports

Getting Started

The Getting Started section is an overview of the Custom Reports feature in FormLink.

The Custom Reports feature allows you to customize your existing reports by adding items such as sections, assets, completed forms and executive summaries to the report configuration.  

A Table of Contents and Cover Page are automatically generated for all custom reports.

Managing Custom Reports

Using the Custom Reports feature, you can manage your report configurations in a way that will make it easier to make changes and additions to fit your needs. 

The following options are available to help manage your Custom Reports in FormLink:

Edit a Report

Copy a Report

Create a New Report

Delete a Report

Editing Custom Reports

Using the Custom Reports feature, you can customize a report by making changes to the content and format of the report configuration. The following options are available for use on your Custom Reports in FormLink:

Add Sections

Add Assets

Add a Deficiency Summary

Add Completed Forms

Include Executive Summary

Include Table of Contents

Include a Cover Page

Include Section Headings on Tables

Include Inspector Signatures

Define Custom Report Configuration