Pre-Structured Templates are samples of reports you’ve created before and saved for future use. Such templates cab save you a lot of time, if you need to generate reports on a regular basis. Add all the necessary sections, name them, sort them and save them so that you can easily use them when needed.
To create a template, go to the “Report Builder” module – open the “Pre-Structured Templates” tab – press “Create template” button.
In the template generator pop-up window, you can do the following:
1. Tick the “Shared” checkbox, if you want sub-account users to have access to the template.
2. You can add as many sections to your template as you want. Just press the ‘’+ Add a section” button and choose what points you want to include in your pre-structured reports.
3. You can also change the order of sections. To move a section, click on it and drag-and-drop it to the desired location. Besides, you can add comments to some of the sections, if you want to specify or explain any information pertaining to the document.
When the template is ready, press the “Save” button and name the document. You can edit and delete existing templates at any time.