Using the Add Fields Button

How to use the Add Fields button

If you make a change to a saved form, you need to make the same change to the advanced report. Information is not updated automatically as it does with a basic report.  The easiest way to do this is to use the Add Fields button located in the upper-right corner of a main report, or table (sub-report) in the Report Designer.

When you click this button, a window opens that lists the inputs and tables on the form that you can add to the bottom of the report. This is especially helpful when you’ve added tables or conditional fields to an existing form that already has a formatted report, because the sub-reports will be automatically generated for you.

For example, let's say you added a dynamic table to record incident details to your Injury Log form and need this information to print on the report. Use the Add Fields button to select the fields from the table to include on the report.

Remove the old field(s) from your report and move the newly added field(s) to the appropriate location on the report.

Only field inputs and tables can be added using the Add Fields button. To add a logo to a report, see Adding a Logo to a Report.