Report inbox

The Report inbox lists completed Guide and Form Reports that you can view in the active workspace, including Reports shared with you through an authorized relationship.

Find and open a Report

1. Open Reports, then select the Reports tab.
2. Review Submitted, About, Workflow, Source, and Summary. About also identifies who recorded the Report.
3. Select a desktop row or mobile Report tile to open the Report.

Desktop column headings sort the list. Select the same heading again to reverse the direction. On mobile, use Sort and the adjacent Ascending or Descending control. Reports are initially sorted with the newest submitted Report first.

If more matching Reports are available, select Load more below the list.

Filter the inbox

Select Report filters in the Reports header. You can filter by:

• subject, including Unassigned;
• workflow type, Guide, Form, or Folder; and
• a submitted From or To date.

Select Done to return to the list. The header badge shows how many filters are active. Use Reset in the filter controls to show every visible Report in the workspace again.

Save a Report view

A saved Report view lets you reuse the current filters.

1. Set the filters you want.
2. Open Report views from the Reports header.
3. Enter a name and select Save.

Select a saved view to apply its filters. You can change its name or filters and select Update, or select Delete to remove it. Choose Custom view when you do not want to use a saved view. Report filters, sorting, and the selected view are remembered for the active workspace during your current app session.

Understand visibility and list states

Changing workspaces changes the Report list, filter choices, and available saved views. CareMap shows only Reports and filter choices allowed by your current access. Opening a visible Report can still show a consent or access notice that limits its answers, evidence, summaries, or export actions.

A Report can remain in the inbox with a Voided label. A Report about a linked Person can show Care-linked. The Source column can identify how the work started, such as an assignment or schedule.

If the inbox is empty:

• No visible reports yet means no completed Reports are currently available to you in this workspace.
• No reports match these filters means you can use Reset or choose a broader saved view.
• Saved view needs attention means one of its saved subjects, workflows, or folders is no longer visible. Choose Custom view, revise the filters, and update or delete the saved view.

If loading, paging, or a saved-view action fails, read the displayed message, confirm the active workspace and your connection, then try the action again.