Adding report templates

You can import an Office, HTML, or PixelPerfect file as a template for other reports. This lets you incorporate information and layouts that comply with your corporate standards, or design reports for specific recipients.

You can load a file in Report settings to be used as the default template when creating a report, or select a custom file as a template when in the Create report form.

Loading a default template

Do the following:

  1. From the top menu, click on Admin, and then select Settings.
  2. Click Report settings.
  3. Select the type of template you wish to load from the five available and click Choose a file.
  4. Locate the file you want to load and highlight it. Click Open to load the file.
  5. Click on Update to save the configuration.

The file name appears in the field next to the type of template you have chosen. This file will be used as the default template for that report type, selectable when creating a new report.

To reset the configuration and use an empty template , click on Reset.

Create report options

When creating a report three options are available when determining the template to be used.

  • Empty file creates a copy of an empty file of the type required and saves it to the repository as the template.

  • Default template creates a copy of the current default template, specified in Report settings for the report type, and saves it to the repository.

  • Custom allows you to upload a file and save it to the repository as the template to be used.

 

 

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