Custom Reports

The following suggestions will outline best practices in order to optimize the functionality of custom reports.

When accessing your report, ensure that the entire report has been fully downloaded prior to saving any new additions.

Avoid navigating away from the edit page without saving your work.

While custom reports are a great way to create and access client information, be mindful of the size of your report. Larger reports will hinder the system’s ability to retrieve, and download information, causing errors to occur.

When using custom reports, it is ideal to only pull in main content that is available within the Portia system. Any additional images (e.g. assessment grids and charts), that you may be copy and pasting is recommended to be added once you have completed your report and it is converted to docx.

Versioning your report will allow you to make copies of your report and support you in tracking changes.

From the Learner tab, click on custom report. Once a report has been marked completed, choose “Other”, from the dropdown menu click on “Copy Report”.

Once a copy of the report is made, it will be located at the bottom of the report list. Clicking on “Other” again will allow you to edit the Report Name / Header / Footer, therefore versioning the report with a new name and creation date.

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