---
title: "How To: Adjust Automatic Reports"
description: Learn how to configure Baseline, General, and Quarterly automatic report settings in Informed Medical, including timing, recipients, and report content options.
---
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# How To: Adjust Automatic Reports
## Learn how to configure Baseline, General, and Quarterly report automation in Informed Medical.
#### Summary
Automatic report settings allow you to control when reports are sent, what content is included, and which contact titles receive them. You can manage Baseline, General, and Quarterly reports from the Settings area.
---
#### Main Points
### Accessing Report Settings
1. Log in to Informed Medical.
2. Click the top right corner menu.
3. Select **Settings**.
From here, you can manage email alerts and automatic report configurations.
---
#### Baseline vs General Reports
### Baseline Reports
Baseline reports include:
- Diagnoses
- Treatments
- Education and documentation pulled from PointClickCare
- Articles related to resident diagnoses
These reports contain comprehensive information.
### General Reports
General reports include:
- Only documents marked as **Essential**
They do not include diagnosis-based education unless marked essential.
---
#### Configuring Baseline and General Reports
You can toggle on or off:
- Baseline reports
- General reports
Click **Edit** to adjust settings for each report type.
Within each report type, you can configure:
- When reports are sent after admission
- A resend buffer, if needed
- The time of day reports are delivered
- Which contact titles will receive the report
After making changes, click **Save**.
---
#### Configuring Quarterly Reports
Quarterly reports function similarly to Baseline reports and include all documents.
To adjust Quarterly settings:
1. Click **Edit** under ISO Quarterly Reports.
2. Select when reports should be triggered, such as:
- Care conferences
- Significant changes
3. Set a resend buffer if needed.
4. Choose the delivery time frame.
5. Select the contact titles that should receive the report.
6. Click **Save**.
---
#### Additional Report Settings
At the bottom of the Settings page, you can choose to:
- Include a **Table of Contents** in reports
- Include a **Summary** section
- Adjust additional report settings as needed
These options allow you to customize the report format and presentation.
---
#### Key Insights
- Baseline reports include full diagnosis and treatment education.
- General reports include only Essential documents.
- Quarterly reports mirror Baseline content and are triggered by assessment events.
- You control timing, recipient titles, and delivery windows.
- Automatic settings help standardize communication and documentation.
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