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Page Revision: 2016/09/29 11:47
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.
Creating a Report Template
- From the RT dashboard, open the [Reports] module.
- Using the advance filters available through [MyViews], manipulate your data until you achieve the desired result, including the Group By box, column chooser, sorting and deleting columns.
- Navigate to the File drop-down menu and select Create Template. Name and describe your report.
- Press F5 on your keyboard or navigate to the View drop-down menu and select Refresh. Your new report is available to use.
Editing a Report Template
- Within your custom report template, select the File drop-down menu and point to Switch to Original. This will transform the original RT report to reflect the customization you have made to the template for additional editing and manipulation.
- Once you have completed your changes, navigate to the Tools drop-down menu and select the Create Template tool.
- Navigate to the File drop-down menu and select Create Template. Name and describe your new report template.
FAQ
I had previously created a custom report, but I can't edit or manipulate it any more. What's up?
Previously, a beta feature called Custom Reports was available for some users. After testing and considering user feedback via the
Feedback mechanisms in RT, we were able to complete this beta feature to meet the needs of a majority of our customers. Beta Custom Reports had limitations, including that the report was not accessible system-wide and limited to only the creator's PC.
Creating Report Templates eliminates the need to manipulate data in reports so your customization is consistent, quick, and reliable. Also, Report Template are available to all users with access to Reports.
Custom reports was never intended for internal use. Please call support for assistance with choosing the best RT report for your purposes.
What if I have multiple markets?
Report Templates is ideal for our customers with multiple markets who want to review data consistently from market to market. The Administrator in each market should be given an example report to create report templates in his or her market.