Saving a Template for the Face Sheet Export

Administrators often need to run Face Sheet reports on a daily, weekly, monthly, or annual basis. StoriiCare makes this process easier by allowing you to save report settings as templates.

With templates, you don’t need to manually reselect fields every time you export data—you can quickly load your saved preferences and generate reports in seconds.

1. Go to Exports

   • From the Dashboard, click Exports.

2. Open Face Sheet Export

   • Select Face Sheet Export from the list.

3. Choose Fields to Include

   • Click the arrows next to Face Sheet and Admin Face Sheet to expand available fields.

   • Check the boxes for the fields you want to include in your export.

4. Apply Filters (Optional)

   • Hover over a field to reveal the triangular filter icon.

   • Use this option to filter by specific responses (e.g., show only participants with a certain allergy or condition).

5. Save Your Template

   • Once your fields and filters are set, click the Add Template button.

   • Give your template a clear, descriptive name (e.g., Monthly Allergy Report or Annual Medical Review).

   • Click Save.

• When exporting in the future, simply select your saved template from the 'Fields to Print' Template Dropdown Menu.

• Then choose your preferred export format:

  • Combined PDF – List View

  • Combined PDF – Table View

  • Combined CSV

  • Multiple CSVs ZIP

Your selected fields and filters will automatically load, ensuring quick and consistent reporting.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.