Report

The Report tab is designed for generating a recommendations file.

To generate a report, select an assessment. Navigate to the Report tab.

Click on the Report settings button.

By default, the software automatically selects all modules that have been programmed to generate a report. You can leave it as is, or you can choose specific modules.

If you need a typical report template, then, having performed this setting once, in the future you will not need to open the Report settings.

Make sure that the necessary settings are made in all the selected modules: dates, nosologies and more are selected.

Click on the Apply button.

To generate a report, click on the Generate a report button.

If the notification Please adjust the module settings. Nothing is selected appears, you need to pay attention to the listed modules and make the appropriate settings in them.

In our example, the settings have not been made in the modules Organ Pulse – Atlas tab, Herbal Encyclopedia, Supplements Encyclopedia.

This means that you need to go into these modules and make the necessary settings: select a date, nosology, create a recipe, etc.

Adjusting the module settings, you can return to the Report tab to generate the recommendations file.

You can also generate a report manually. To do this, click on the icon on the right – Expand the buttons field.

The panel with module icons will open. Each icon is provided with a hint that pops up when you move the cursor to it.

By clicking on the icons one by one, information from the corresponding modules is inserted.

Remember that the report is a text file that you can edit as you see fit.

When creating a report, you can use the following keyboard shortcuts:

• Ctrl+A to Select All
• Ctrl+C to Copy
• Ctrl+X to Cut
• Ctrl+V to Paste

— Highlight text as Header

— Highlight text in bold

— Marked list

— Numbered list

— align left, center, right

— Clear formating

— Copy selected fragment to clickboard

— Paste from clickboard

— Print report

— Clear report

In order to save the report, click on the Save to file button. A window will open in which you can select a file type convenient for you (pdf, docx, rtf), rename it and select the path to save the file on your computer. After that, you can send the report by mail to your client, save it to a USB flash drive or print it out.

Additionally, the report can be sent in PDF format directly to the client's email from the program. To do this, click the Send by email button.

Note: Please ensure the E-mail field is filled in within the client's card, located in the Information tab.