About Report Builder

The Report Builder feature is used to create custom PDFPortable Document Format reports using patient data and records displayed in CVCommunity Viewer widgets. Content for reports can be selected from either the minimized or expanded view of a supported widget. Report Builder is accessed from the Patient Portal toolbar.

The Report Builder pane is comprised of the Current Report tab and the Patient Reports tab. When open, the Report Builder appears docked on the CV portal. Click  or to minimize or maximize the Report Builder. Any report configurations in progress are saved when collapsing or closing the Report Builder and restored when the Report Builder is displayed again.

The Current Report tab is used to build the custom report. The patient data and/or records are listed here as you select and add them. The records can be previewed and can be arranged in the desired order for the final report.

The Patient Reports tab presents a list of all completed reports, the status of the report generation progress, the date the report expires, and a hyperlink to the contents of the completed report.

Actions within widgets to add patient data can be performed when the Report Builder is open or closed on the Patient Portal. CV enforces a maximum number of 50 records per report. A message appears when this limit is reached.

Related topics:

• Generating a Report
• Adding Records and Other Data to Reports
• Opening a Report
• Using the Report Builder in Accessible Theme