> ## Documentation Index
> Fetch the complete documentation index at: https://userguide.tesacloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Report Preferences

> Customising post-operative report content and appearance

# Report Preferences

Configure the default content and appearance of your post-operative reports.

## Accessing Report Settings

Navigate to **Settings > Report Preferences** to customise your reports.

## Report Type

Choose your preferred post-operative report format:

| Type                    | Description                                                                                                                            |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Letter Report**       | A personalised letter addressed to the patient with dynamic fields for surgery details, surgeon name, and practice contact information |
| **Subsectioned Report** | A structured report with toggleable sections (summary, tension info, rehab guidelines, images, feedback)                               |
| **None**                | Disable post-operative reports entirely                                                                                                |

<Steps>
  <Step title="Go to Report Preferences">
    Navigate to Settings > Report Preferences
  </Step>

  <Step title="Select Report Type">
    Click one of the three report type cards. The selected card will be highlighted.
  </Step>

  <Step title="Click Settings">
    Click the Settings button to expand the configuration options for your chosen type.
  </Step>
</Steps>

## Letter Report

The letter report generates a personalised letter to the patient. You write the template once in settings, and dynamic fields are automatically replaced with real data when the report is generated.

### Editing the Template

The letter template editor is a multiline text field. You can type your letter directly, and insert dynamic fields that will be replaced with actual patient and procedure data at generation time.

### Dynamic Fields

Insert dynamic fields using the **+** button or by right-clicking in the editor:

| Field                  | Replaced With                                                            |
| ---------------------- | ------------------------------------------------------------------------ |
| `{org_logo}`           | Your organisation's logo image (or business name if no logo is uploaded) |
| `{patient_first_name}` | The patient's first name                                                 |
| `{ligament(s)}`        | The ligament(s) from the procedure templates                             |
| `{graft_type}`         | The graft type (with augmentation type if applicable)                    |
| `{org_website}`        | Your organisation's website URL                                          |
| `{org_phone_number}`   | Your organisation's phone number                                         |
| `{surgeon_name}`       | The surgeon's full name                                                  |
| `{hyperlink}`          | A clickable link — you will be prompted to enter a URL and display title |

### Inserting Hyperlinks

When you insert a `{hyperlink}` field, a dialog will ask for:

1. **URL** — the web address (e.g. `https://example.com/recovery`)
2. **Display Title** — the text shown to the patient (e.g. "Recovery Guide")

This inserts a tag like `{hyperlink:https://example.com:Recovery Guide}` which renders as a clickable link in the generated report.

### Preview

Click the **eye icon** button to preview your letter template with sample data. The preview renders the letter as it will appear in the final PDF report, always on a white background.

## Subsectioned Report

The subsectioned report is a structured format with individually toggleable sections.

### Default Sections

Enable or disable sections that appear by default:

| Section                   | Description                 |
| ------------------------- | --------------------------- |
| Procedure Summary         | Overview of the surgery     |
| Tension Information       | Description of measurements |
| Rehabilitation Guidelines | Post-op care instructions   |
| Images                    | Procedure images            |
| Feedback Survey           | Link to patient survey      |

### Default Text

Pre-configure text for common sections:

#### Rehabilitation Guidelines

Set default post-operative instructions:

* Week 1-2 guidelines
* Week 3-6 guidelines
* Month 2-3 guidelines
* Return to activity criteria

#### Tension Information

Set default descriptions for tension measurements:

* What the measurements represent
* How to interpret values
* Expected outcomes

## Branding

### Logo

Upload your practice logo to appear on reports:

* Recommended size: 400x200 pixels
* Formats: PNG, JPG, SVG
* Appears in report header (letter report) or top of report (subsectioned)
* If no logo is uploaded, your organisation name is displayed in a larger font

### Contact Information

Set the footer contact details:

* Practice name
* Address
* Phone number
* Office hours
* Website

## Language Settings

### Default Language

Set the default report language:

* English
* Spanish
* French
* Portuguese
* Arabic
* Chinese
* Hindi

<Info>
  Reports are generated in the patient's preferred language if set. The default is used when no preference is specified.
</Info>

## Saving

After configuring your report type and settings, click **Save** to persist your preferences. These defaults will be applied to all new post-operative reports.

## Per-Procedure Customisation

Default settings can be overridden when generating individual reports:

* **Letter report**: Edit the letter content, change language
* **Subsectioned report**: Toggle sections on/off, edit text sections, select different images

Defaults save time while maintaining flexibility for each case.