Entering the Title Details

The Titles section of the Report Editor is used to define the two headings that appear above the report (Title and Sub Title) and some of the text that appears below the chart or table (Comment and Footer), and to allocate the report into a Category.

To fill out the Titles section:

  1. Access the Report Editor (not shown, see Creating and Modifying Reports) and expand the Titles section.
  2. Type the text you would like to appear in the following areas of the report:
    1. Title – the only required field, which must be unique across the system. If another user created the report “BSI Costs,” you cannot use that name.
    2. Sub Title – a smaller title that appears underneath the date range.
    3. Comment – a description of what is observed in the report. It appears below the chart or table.
    4. Footer – the text that appears at the very bottom of the report.
  3. If desired, type a Category to make the report easy to find. It does not appear on the report but is a sortable column.

    Note: Make the report title as descriptive as possible. I.e. Name the report "HAI BSI by Month and by Facility" instead of just "BSI".

  4. By default, the report will be saved in the Public folder. If desired, select a different folder in which to save the report. Select Dashboard if you want the report to appear in the Info Center Info Reports section.
  5. For more details on the Report Editor, see: