Report Phrases allow for the addition and saving of pre-written, standard comments and phrases in the form of a list to save time writing comments in a report.
Accessing the Reports Section:
Log into Aliquot: Open the Aliquot Software Application.
Navigate to Reports: Go to the Report Section.
Select “Report Phrases”: Click on the “Report Phrases” option to display all available reports.
Report Phrase Interface: The interface will display a list of report phrases categorized by personal and shared, displaying the phrase, category, and author of the phrase. This interface defaults to the shared filter.
Creating a New Report Phrase:
Creating the Phrase: Click the "Create Report Phrase" element.
Create Report Phrase Panel: This panel allows for the creation of report phrases and is broken into three sections.
Type: Select Personal or Shared.
Personal: A Personal phrase will only be visible to the user creating it.
Shared: A Shared phrase is visible to any user under the client specified during creation.
Category: Select the category that the report phrase being created should appear under when used in reports.
Prase: Add the text for the phrase
Client: If the "Shared" type was selected, the phrase can be assigned any number of clients. Any user under these clients will have access to the phrase once created.
Best Practices: Something to keep in mind when using phrases is to make sure they are not overused. Sending the same phrases to customers frequently can get stale.
One way this can be alleviated is users utilizing the speech to text feature in the Aliquot mobile app to add comments or new phrases with ease.
Report Categories:
Report Phrase Categories Panel: Navigate to this panel by clicking on the "Manage Categories" button.
Features you can access in the panel include:
Create Category: Clicking on the create category button at the bottom of the page will allow input of a new category name.
Edit Category: Clicking on the "pen and paper" icon by an existing category will allow editing of the category.
Delete Category: Clicking the red "trash" icon will prompt you to ensure you want to delete the category.
Best Practices: Categories can be used to organize Report Phrases by their use. For example, keeping opening phrases or closing phrases together, making them easier to find and use.
Managing Report Phrases:
In the report phrase interface, you can edit and delete phrases.
Delete: Clicking on the red "trash" icon will prompt you to ensure you want to delete the selected phrase.
Edit: Clicking on the "pen and paper" icon will allow you to change the type, category, phrase, and if shared the assigned clients.
Don't forget, you can customize the phrases in your reports to suit your business. Include details like company information, contact information, and business hours can be very useful.