To reread, modify or complete your visit reports, open the "Reports" menu: it gathers all of them on one filterable screen. The pharmacy page, by contrast, shows only the reports of one pharmacy.
Find all my reports in the Reports menu
Click "Reports" in the left menu.
Result: the "Here are your reports" page opens and lists all your reports.
Other path: for the reports of a single pharmacy, open its pharmacy page ("Customers" in the left menu, "Pharmacies" card, then the pharmacy, or the top search bar "Search for a pharmacy") and click the "Reports" card. The card also shows the date of the last addition.
Why this path: the "Reports" menu gathers all reports on one screen; the pharmacy page shows only one pharmacy's reports.
Filters on the "Here are your reports" page
By type: "Reports by pharmacy", "Reports by group" or "All reports".
By date: "Select period".
By word: the search bar above the list.
Columns of the reports list
"Interlocutors", "Created by", "Creation date", "Last updated", "Report content", "Actions".
Create a report from the Reports menu
Click "Reports" in the left menu, then "Create a new report".
Choose the pharmacy, fill in the report, then click "Save".
Result: the report appears on the "Here are your reports" page.
Other path: from the pharmacy page, "Reports" card, "New report" button: the report is already linked to the pharmacy.
Why this path: it starts from the "Here are your reports" page, where you already are; right after a visit, the pharmacy page card is shorter, because it links the report without searching for the pharmacy.
Reread, modify or delete a visit report
On the "Here are your reports" page (left menu "Reports"), the "Actions" column offers:
"View report": shows the interlocutors, the content and the objectives for the next meeting.
"Modify report": reopens the form; active only for the author of the report.
"Delete": to be confirmed with "Yes, delete"; deletion is permanent.
If it doesn't work
The "Reports" menu does not appear in the left menu: your account does not have the reports permission. Go through each pharmacy's page, or ask your laboratory's administrator for the permission.
Still stuck: contact support via the Opeaz bubble.
