Page History: Report Templates
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Page Revision: 2016/09/28 18:00
Report Templates
You can customize an existing report and save it as a template to standardize the report to ensure that you deliver consistent roll-up reporting to sales and management. Report templates are saved system-wide, and every user with permissions to run reports can use them.
Why create templates for reports?
- Provide a means to enforce consistency in the reports provided to other people, as opposed to internal reports.
- Minimize human error related to getting reports from multiple markets.
- Enables upper management to roll-up reports from multiple markets into one, consistent report for review.
(Report Templates) The Save As.. tool have been removed from all Report Template windows. It is not possible to modify a Report Template to create another Report Template.
(Report Templates) The Save As... tool on the File main menu of the Reports windows have been changed to Create Template.
(Report Templates) The caption of any Report Templates now reflects the fact that it is a template by replacing Report with the word Template.
(Report Templates) The Reset tool under the View main menu item on all Report Templates has been removed as it serves no purpose.
(Report Templates) It is now possible to use the Switch to Original... tool under the File main menu of a Report Template to "transform" the report currently being displayed into the "root" or "original" report allowing you to make whatever changes you desire using the "full" report.