Administrator - Adding a New Report Template

Katie Miles
Katie Miles
  • Updated

The Recommended method to Add a New Report Template to eSCRIBE is to Copy an Existing Report Template, as the Data Extraction Fields have already been configured.

Click on Report Manager in your menu bar and select Report Templates from the dropdown menu

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Select an Existing Report Template and Click on the File Name to open the Template in Microsoft Word.

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In Microsoft Word, navigate to  File Save As and save the Template on your computer. Make any required changes, and then Upload the new Template to eSCRIBE. Refer to the Data Extraction Help Articles to make any changes to eSCRIBE Fields on the Report.

Select Add new report template from the drop-down menu and provide your report template a name.

Select Choose File to upload the new template (Microsoft Word Document) from your computer.

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Click Save

Related Articles:

    1. Administrator – Editing an Existing Report Template
    2. Administrator - Associating Report Templates
    3. Administrator – Deactivating or Deleting an Existing Report Template
    4. Administrator – Overriding/Replacing an Existing Report Template Document
    5. Report Data Extraction - Configuring Report Templates for Data Extraction
    6. Report Data Extraction - Inserting Quick Parts
    7. Report Data Extraction - Inserting Recommendation/Description Quick Parts

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