Reports on Tapestry

Topic outline

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  General

  Welcome to this Tapestry CPD course on 'Reports on Tapestry'.
  

  In this course we'll cover everything there is to know about Tapestry's Report feature. We'll look at setting up Reports and how to create them using templates linked to the framework/s you have enabled. We'll also go into detail about how to customise your reports and cover how you can engage with relatives through them.

  Anybody can access and view this course (and all other Tapestry CPD courses)! But to record your progress you'll need to be logged in using your 'manager' or 'full staff' Tapestry login, which can be done using the 'Log in' link in the top navigation bar.

  Once logged in, you can enrol yourself in this course by clicking the orange cog in the top right, and selecting 'Enrol me in this course'.

  If you don't have an active Tapestry account, you can learn more about Tapestry, sign up for a 2 week free trial, or purchase a Tapestry package.

  
  
  

  • Announcements Forum
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  Creating Reports on Tapestry

  • Before we get started Page
  • Module 1: Setting up Reports Page
  • Module 2: Custom Report Templates Page
  • Module 3: Creating your Reports Page
  • Module 4: Editing your Reports Page
  • Module 5: Deleting and Restoring Reports Page
  • Module 6: Relatives and Reports Page
  • Module 7: Exporting Reports Page
  • Reports Recap Page
  • Glossary Page
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  End of course

  • Have a go Page
  • Locked Reports Interactive Content
  • Report Templates Interactive Content
  • Bulk Export Interactive Content
  • Congratulations Page