{"id":53536,"date":"2023-04-13T11:35:43","date_gmt":"2023-04-13T10:35:43","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=53536"},"modified":"2024-12-19T14:59:16","modified_gmt":"2024-12-19T14:59:16","slug":"add-report-types-for-your-custom-reports","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/add-report-types-for-your-custom-reports\/","title":{"rendered":"Add Report Types for your Custom Reports"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong>, <strong>System Supervisors<\/strong> and <strong>Report Writers<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to add Report Types for use with Custom Reports<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can add Report Types to store your own custom reports. Any custom reports you have created or we have imported\/created for you will sit under Reports &gt; Reports (New) in the browser. The Report Types are sub folders under this menu:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"677\" height=\"217\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-421.png\" alt=\"\" class=\"wp-image-64974\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-421.png 677w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-421-300x96.png 300w\" sizes=\"auto, (max-width: 677px) 100vw, 677px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To add a new Report Type, follow the steps below. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Supervisor &gt; Report Setup &gt; Report Type<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"585\" height=\"580\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-422.png\" alt=\"\" class=\"wp-image-64975\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-422.png 585w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-422-300x297.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-422-150x150.png 150w\" sizes=\"auto, (max-width: 585px) 100vw, 585px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The current list of Report Types is shown. Click New to add a new Report Type:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"882\" height=\"193\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-423.png\" alt=\"\" class=\"wp-image-64976\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-423.png 882w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-423-300x66.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-423-768x168.png 768w\" sizes=\"auto, (max-width: 882px) 100vw, 882px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add a Name (required) and a Description (optional) for the Report Type:<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"399\" height=\"267\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-425.png\" alt=\"\" class=\"wp-image-64978\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-425.png 399w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-425-300x201.png 300w\" sizes=\"auto, (max-width: 399px) 100vw, 399px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When creating a new report (or saving an existing report), you can now use the Report Type drop down to select your newly created Report Type.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"453\" height=\"225\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-426.png\" alt=\"\" class=\"wp-image-64979\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-426.png 453w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-426-300x149.png 300w\" sizes=\"auto, (max-width: 453px) 100vw, 453px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to add Report Types for use with Custom Reports You can add Report Types to store your own custom reports. Any custom reports you have created or we have imported\/created for you will sit under Reports &gt; Reports (New) in the browser. The Report Types are sub folders under [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[127],"tags":[],"class_list":["post-53536","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-report-writer"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Add Report Types for your Custom Reports - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"Create a sub folder under the Reports (New) menu to house the custom reports you have created to use within Osprey.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/add-report-types-for-your-custom-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add Report Types for your Custom Reports - Osprey Approach Customer Support &amp; 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