Create and edit global report templates

This article describes how to create and edit global report templates.

Create a new global report template

Account ➜ Select Reports➜ Click on "Templates" ➜ Click on "Create report template" ➜ Click on "Create new" ➜ Configure master data ➜ Add necessary paragraphs ➜ Your template is now saved

You can now create a new "Report-template". 

We will now go through how to set up the master data for your report-template and how to add and edit paragraphs in your report.

 

Edit master data

Through the master data settings, you can edit the following:

1. Enter the title of the report template: Give the report template an east to remember title.
2. Report template settings: Here you can make the report template available globally.
3. Select which projects to access the report template: This setting allows you to choose which projects shall have access to the report template

 

Create a paragraph

In addition to editing the master data, you also need to adjust your print template to fit your specific needs.

This can be done by clicking on "Create paragraph."

 

You can then customize your newly created paragraps by entering a paragraph header, adjusting header size and selecting a paragraph type to apply to your new paragraph. For example, you can choose types such as: Front page, table of contents, and more.

 

Edit a report template

Account ➜ Select Reports ➜ Click on "Templates" ➜ Select template ➜ Press the pencil icon.

 

Click on the paragraph you wish to edit ➜ Adjust the settings in the chosen paragraph ➜ Finish by clicking "Save".