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What is Report Customization? With this module, you can customize any of our pre-made Standard Reports. If you don't like a particular graphic that we use, you can change it! Need a different name? No problem - update it! If certain elements are irrelevant to your needs, feel free to remove them. This module puts you in charge of our Standard Reports, giving you complete control over their customization. |
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Report Customization - Table of Contents
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Report Customization - Overview
Download Default Template
To get started, load the Report Customization module up and use the three-dot Action menu next to any report names.
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The DOCX template will download to your default download location based on your browser settings.
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Edit Default Template
Open the DOCX template and tap the ‘Enable Editing’ to begin edits.
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In this example, I am simply updating the image on the cover page. |
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Save your DOCX template.
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Upload Default Template
Tap back to the three-dot Action menu next to the report name against which you want to upload the template and choose the Upload Template option.
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The new template will display a green light dot with a download arrow to download and re-edit the template if needed.
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Reset Default Template
Tap the three-dot Action menu to reset the template to the original configuration.
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This will delete and remove your template from the system |
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Print Customized Report Template
To use your new report template, navigate to any company and select the Standard Reports section.
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Our sample report with new background:
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Report Customization - Action Toolbar Overview
The action toolbar contains the Report Settings, Alerts, Info, and Help Link options.
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Report Settings
Tap here to update the systems report settings, including your DOCX and XLSX customization options.
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Adjust header and footer image with text and alignment
The maximum header/footer file format size is limited to 524kB.
The file formats supported here are jpeg, jpg, and png.
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Text and Align Options
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Cover Page Options
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Alerts
Tap to view the timeline style of System Events with filtering options.
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Info
Tap to view the Getting Started info; see the link below for additional information.
V4 Getting Started In App Info
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Need Support?
Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.
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