Reports & printing

Generate and view a report

Generate, review, download or print an encounter report and open previous generated versions.

Current source · source reviewed · 3 min read

Before you begin

The patient is registered in MANSOQ, and the patient has an encounter at the facility.
The facility has at least one Discharge Summary template with the status Active.
You have the permissions listed below.

1. Open the encounter

Open the encounter of the patient.

Go to the Overview tab.

2. Open the Reports section

Go to the Reports section of the Overview tab.

MANSOQ shows a button for each Discharge Summary template with the status Active at the facility. Each button carries the name of the template.

3. Select a template

Select the button of the template that you want.

MANSOQ opens the report viewer for that template and that encounter.

If no report exists for this template and encounter, MANSOQ generates one.

Note: MANSOQ generates the report in the background. MANSOQ checks the progress until the file is ready, or until the time limit ends.

4. View the report

MANSOQ shows the rendered PDF or HTML file in the viewer.

From the viewer, you can do these actions:

Download the report.
Print the report.
Generate the report again. Generate the report again after the encounter data changes.

5. Open an earlier report

The viewer lists the reports that MANSOQ generated before for this template and this encounter.

Select an earlier report to open that version instead of the latest one.

Permissions

Permission	Access
Can Read Template	See the report templates in the Reports section. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.
Can generate report from template	Generate a report from a template. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.
Can generate report for completed encounter	Generate a report when the encounter is complete. Facility Admin and Admin have this permission.

Note: If the encounter is complete, you need both Can generate report from template and Can generate report for completed encounter.

Expected Outcome

MANSOQ generates a report for the encounter from the selected template.
MANSOQ shows the report in the viewer, and you can download it or print it.
MANSOQ keeps the earlier reports for the template and the encounter, and you can open them again.

Version and configuration

These steps are grounded in the version 3.1 user guide and current source anchors. Available actions depend on your facility setup, roles, active catalogue records and deployment configuration. Source references identify the documented revision; live screenshots and site-specific SOPs still require instance-level validation.

Troubleshooting

A completed encounter cannot generate a report

The completed-encounter workflow requires both report-generation permission and the separate permission to generate reports for completed encounters.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.