Why customize the report title?
A customized title allows members to convey the precise focus or purpose of the report. This ensures that readers immediately understand the content and relevance of the document. We've made it possible to customize the report title based on variables that have been entered into the form template, such as a location or specific hazard.
Before we get started
Take note
- You can only customize the report title if you are an admin or owner of the organization.
- You can only customize the report title via the web portal.
- You must use the KPI formulas in your form template to define the variable that you would like to use as your report title.Alternatively, you can manually input the title in the report node of the workflow
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner of the screen and select an organization.
Step 3: Click on Templates
Step 4: Edit a Form or create a new one
Step 5: Click on Formulas & KPIs
On the top right corner of the template builder, click 
.
Step 6: Create your formula
Create your formula based on the variable you would like to use as a report title. Validate your formula once done. Click the link to view an article on How to create formulas & and KPI.
Step 7: Publish your form
Step 8: Click on Workflows
Step 9: Edit a workflow or create a new one
If you do not have an existing workflow, build one to include a form node and report node. if you have an existing workflow. Update your form to the latest version, including the KPIs built into it.
Step 10: Customize the Report name in the Report node
Within the report node, you will have the option to customize the Report name. Type in the same RESULT NAME added in the form template, in between double curved brackets at the start and end, and a dollar sign before it, e.g. 
10.1 Add a few words prior to the variable to add more customization. e.g: 
Step 11: Preview the workflow to test the final result
A report will be generated and sent to your email when previewing the workflow. By previewing the workflow, you are testing the outcome of the process, this data will not be recorded in your dashboard.
Step 12: Publish workflow and assign it to a team
And that's how easy it is! The next time you receive your report, the report title will be unique to the variable entered in your form.
We hope this article is helpful in customizing your report title. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!