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Creating A Custom Report Template

Introduction

Custom Report Templates can be used to quickly generate a report with a all of the information needed. Report Templates can also be used to help generate multiple reports.

Step-By-Step Guide

  1. Under the ‘Reports’ module, click on ‘Create a Report’

  2. Enter any desired information into the page that has been displayed

  3. From there, on the top left of the page, click ‘Create a Document'

  4. Hover your cursor over ‘Custom Templates’

  5. Click ‘Save as Custom Report’

  6. You can now title the report

  7. Click ‘Submit’

Video Tutorial

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