Copy an existing report to create a custom report

You can often find an existing report in FH that is close to the custom report you need, make a copy of it, and edit the copy to suit your custom needs.

1. Choose Reports → <category>.

   Example: Choose Reports → Incident Reports.

   The Reports dialog box appears, with the category you selected already expanded.

   

2. On the right side of the dialog box, click New.

   A prompt asking whether you would like to start by making a copy of an existing report appears.

   

3. Click Yes.

   The Select a Report dialog box appears.

   

4. (If necessary) Expand the reports categories and scan the report titles for one that sounds similar to the kind of custom report you need.

   Example: You could expand Incident Reports → EMS/Seach & Rescue Reports → EMS Patient Reports while looking for a patient billing statement report.

5. Select the report you would like to copy, and then click Select.

   The Report Designer dialog box appears, containing a copy of the report you selected.

   

6. On the Properties tab, in Report Name, change the name of the report to indicate that it is your custom report.

7. On the right side of the dialog box, click Properties.

   The Query Designer dialog box appears over the Report Designer dialog box.

   

8. On the Properties tab, in Query Name, change the name of the query to match the name of the custom report.

9. Use the rest of the tabs and options in the Query Designer to edit the query parameters as needed.

   Information on modifying reports and query parameters is available in Chapter 8 of the FH Advanced Features Reference.

10. In the Query Designer and Report Designer dialog boxes, click Save.

    Now you can also modify the layout of the fields or add fields as needed.

    Note: If the custom report you need is not similar to an existing one in FH, or if it requires more complex editing than you are comfortable with, a custom report can be created for you for a fee. For information on the pricing of a custom report, contact your FH sales representative.