Reports V2, live behind a feature toggle, brings the same structured template builder you use for Case Notes V2 to reports. Once enabled for your practice, you have three ways to produce a report: use a V2 template, write a free-form report, or continue using a legacy template.

Building a V2 report template (Superuser / Admin)

• Go to Settings → Templates → Reports and tap Create New Template
• The builder opens with a configurable Header Zone at the top and Footer Zone at the bottom
• Build the body by adding rows, dropping in columns, and choosing field types — text, long text, date, dropdown, rich text, assessment snapshots, client profile fields, and dividers
• Name the template, assign it to the practitioners or roles who should use it, and save

V2 templates appear at the top of your template list; legacy templates remain listed below with a Legacy tag.

Writing a report (Practitioner)

• From a client's record, go to Reports → New Report
• Pick a template, set the recipient (saved recipients are available), date and subject in the recipient bar, then fill in the structured form
• Or leave the template selector blank to write a free-form report — the same editor as Letter V2, with formatting, the practitioner signature block, mentions for client and GP details, and inline images
• Tap Preview at any time to see the report in its final letterhead-wrapped form, then Submit for Review or Publish

Working with legacy templates

Report templates created before V2 appear with a Legacy tag and still work exactly as before — the canvas editor opens for both editing the template and building legacy reports. There's no need to migrate them.

Good to know

The review-and-sign-off workflow applies to V2 reports just as it does to legacy reports. PDF exports show your letterhead header on the first page and footer on every page, and the patient HTML view includes the footer. Assessment snapshot widgets scope to the report's selected episode where applicable.