Creating Report Templates
To open the Report Templates Search screen, from the Administration dashboard or the Utilities menu, select Report Templates. See the article "Searching for Records."
To create a report template:
- From the Report Templates Search screen or a Report Template record, click Add New. The Adding New Report Templates screen opens.
- Complete the appropriate fields. For field descriptions, see the section "Fields on the Adding New Report Templates Screen" below.
- Click Save.
- To preview the report template, from the Report Template record, select Actions > Generate Report.
Fields on the Adding New Report Templates screen
The Adding New Report Templates screen contains the following fields, which are separated by area.
Report Details area
Use to track basic information about the report template. This information is not displayed on the actual report.
- Template Name: Enter an identifying name for the template.
- Module: Select the module from which the template gathers information.
Report Options area
Use to customize the report template.
- Label: Enter the formal name of the report.
- Include Cards: Select the information card to include with the report.
- Display Key check box: Select this check box to include the key (record number) in the report template.
- Display Large Image check box: Select this check box to include images in the report template.
Body area
Use to create the sections of the body of the report template. Multiple sections can be added. For example, enter the statement to which the witness attests.
- Section Title: Enter a title for the section.
- Text Editor: Enter text. Any applied formatting is displayed on the final report.
Signatures area
Use to create signature lines for the report template. Multiple signature lines can be added.
- Label: Enter the label for the signature line. For example, Witness.
Footer area
Use to enter text for the footer of the report. For example, enter the name of the report, as well as your agency name.