---
title: "How To: Send Custom Reports"
description: Learn how to send a custom education package to all residents or responsible parties at once.
---
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# How To: Send Custom Reports
## Learn how to quickly send reports to all residents or only those who have not yet received one.
#### Summary
The New Custom Report feature allows you to generate and send reports in bulk. You can send full reports, informational sheets only, or both. This is a fast way to increase documentation coverage and ensure residents and families receive required education.
---
#### Main Points
### Accessing New Custom Report
To create a Custom Report:
1. From the **Dashboard**, click into the **Broadcast** tab.
2. Click **New Broadcast Message**.
3. Select **New Custom Report**.
This workflow allows you to send reports in bulk.
---
### Step 1: Choose Report Type
You will first select what type of report to send:
- **Full Report**
- **Informational Sheets Only**
- **Both Full Report and Informational Sheets**
Choose the option that best fits your communication goal.
---
### Step 2: Select Recipient Group
Next, select the **group** you would like to send the report to.
- The dropdown displays available contact titles.
- Some groups include more contact roles than others.
---
### Step 3: Choose Patient Criteria
You can decide who should receive the report:
- **Residents with no generated reports**
- **All residents**, regardless of prior report history
This gives you flexibility depending on whether you are filling gaps or resending documentation.
Click **Next** once your selections are complete.
---
### Step 4: Review Residents and Contacts
You will see a list of residents and their designated contacts.
For each entry, you can review:
- Resident name
- Date of birth
- Intended recipient and role, such as POA
- Delivery method, such as text message
- Language preference
- Informational sheets included
You can:
- Add additional informational sheets
- Add videos
- Remove individuals from the list
---
### Step 5: Generate and Send Reports
Once everything is reviewed:
1. Click **Next**.
2. Reports will be generated and sent to the selected recipients.
This process sends reports immediately.
---
#### Key Insights
- Custom Reports allow bulk report generation.
- You can target only residents missing reports or include everyone.
- Delivery method and language are clearly displayed before sending.
- Additional education can be added before finalizing.
- This is an efficient way to improve documentation coverage quickly.
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