Landscape Report and Side-by-Side Linking

Landscape Report and Side-by-Side Linking

How to Use Landscape Reports & Side-by-Side Linking

Our new Landscape Reports feature gives you greater control over how your reports are displayed, making it easier to compare previous and current information while maintaining consistency across your team.


Why Use This Feature?

Landscape Reports and Side-by-Side Linking give you greater flexibility when creating reports, improve readability, and help both clerks and clients compare information more efficiently.

Whether you prefer a traditional layout or a comparison-focused view, TouchRight now gives you the flexibility to choose the format that works best for your business.

To see configuration guide, please read on:

Step 1: Configure Your Report Name

Navigate to:

Reports → Report Names


You can either:

  • Edit an existing report name

  • Create a new report name


Within the report name settings, choose which PDF orientations will be available:

  • Portrait

  • Landscape

  • Both Portrait and Landscape

This allows you to use the report names to allow or disable the landscape reports.



Step 2: Choosing the report name

When you schedule an appointment, choose the report name to match what mode you would like to display in.



Step 3: Download Your Report

When you're ready to generate a report, navigate to:

Reports → Manage Reports

Locate your report and click the Download icon.

The available download options will depend on the orientation settings you selected in Step 1.

If both Portrait and Landscape have been enabled, you will be able to choose your preferred orientation when downloading.


If only one orientation has been enabled, the report will automatically generate in that format and your team will not be given a choice. This can be useful if you want to enforce a consistent reporting style across your business.

Step 4: Choose Your Layout

Within the download settings, you can choose how linked report information is displayed:

Side-by-Side

  • Previous and current report information are displayed next to each other.

  • Ideal for easy visual comparisons.

  • Particularly effective when used with Landscape reports.


Underneath

  • Previous and current report information are displayed one above the other.

  • Provides a more traditional report layout while still allowing easy comparison.


If you need any additional help or assistance:

Reach out to support
Watch our on-demand to find out more


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