Assessment reports often show the same graphs and tables in every report: a percentile profile, a T-score chart, a table of subtest results. A definition keeps them consistent. You set up the graph or table once, then plug it into any template. Klara fills it with each client's scores when it writes the report.
Why define a graph?
Say your reports always show scores as percentile ranks, with shaded zones behind the line: one zone for the average range, and others for scores that are below or above average. Without a definition, you would describe that graph again in every template, and each report could draw it slightly differently.
With a definition, you set it up once:
The chart type: line profile, vertical or horizontal bars, area or radar
The scale: percentiles (0–100), T scores, standard scores (mean 100, SD 15), scaled scores (mean 10, SD 3) or raw scores
The zones: shaded bands with your own labels, such as "Average", "Below average" or "Clinically significant"
The reference lines: the mean or a cutoff score
The categories on the x-axis, which you can organize into labeled groups
The look: colors, line shape (straight, curved or stepped), point markers and line style
Every report then draws the graph the same way. Only the client's scores change.
Define a graph
Open Reports, go to the Graphs tab and choose Define graph.
Choose how to start:
Upload an example: a screenshot (PNG or JPG) of a graph you already use, or a spreadsheet (Excel or CSV). Klarify reads the axes, norm bands and cutoffs for you. If your file has several graphs, you review them one by one.
Build from scratch: set the axes, bands and colors yourself.
Check the chart type, scale, zones, lines and colors. Correct anything Klara read incorrectly.
Under Data in each report, name the document that holds the scores, for example "BASC-3 results". Klara looks for that document in each report's sources.
Choose Save to graph library.
Any values you see while you edit are sample values for the preview. They never appear in a report.
Define a table
Tables work the same way. A table definition sets the columns, the rows and the colors.
Go to the Tables tab and choose Define table.
Upload an example (image or spreadsheet) or build it from scratch.
Set the columns and their alignment. Choose whether the rows come from each report's document or are fixed rows with the same labels in every report.
Choose the header colors and turn on Zebra rows if you want alternating row shading.
Under Data in each report, name the document that holds the values, then save.
Add a graph or table to a template
Open your template in Template Studio.
Place your cursor where the graph or table belongs.
Choose Insert, then Graph or Table, and pick it from your library.
Publish your template.
A template can hold up to 10 graphs and 15 tables.
When you create a report, include the documents with the scores. Klara plots the client's values into your graph and fills your table. If a document is missing, Klara does not guess. It marks the section so you can add the document and run Klara again.
Use your brand colors
Turn on Follow brand kit updates in a graph or table to use your clinic's brand colors. Each report uses the colors saved in your brand kit when it is generated. If you change the brand kit later, new reports use the new colors. See Setting up your brand kit.
Save a graph from a report
If Klara draws a graph you like in a report, choose Save to library on the graph to reuse it. By default, Klara replaces the client's values with sample values. If you keep the client's values, the graph stays private to you.
Sharing
Graphs and tables you save are available to everyone in your clinic. Only the person who created one, or a clinic admin, can change it.
A graph or table that a template uses cannot be deleted. Remove it from the template first.
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