Add Report Templates

The powerful Report Builder enables users to design fully customized report templates—defining layout, branding, included data, and the sequence of elements. Once saved, these templates provide a streamlined way to generate tailored reports anytime, always pulling in the most up-to-date information.

Each report template can include the following capabilities:

Custom Branding

• Add a custom splash page for enhanced branding.
• Configure headers and footers with essential details such as logos, page numbers, and other branding elements.

Flexible Report Structure

• Incorporate multiple components, including titles, sections, text blocks, data tables, and page breaks.
• Easily add, remove, edit, or rearrange individual report elements.
• Set page orientation based on the size and layout requirements of included tables.

Dynamic Data Tables

• Select data from specific modules and customize the order in which they appear.
• Pull data directly from module list views, using selected columns, preset filters, and data groupings saved as custom views.

Content Elements and Attachments

• Build structured content using titles, subheadings, text blocks, and page breaks.
• Use the built-in editor to format text, insert emoticons, and create tables.
• Attach images and files to provide context or visuals, displayed exactly where placed in the template.

Grouped Report Elements

• Organize elements into groups for easier management.
• Edit entire groups to add, remove, or reposition components seamlessly.

PDF Attachments

• Attach and display PDF files at the end of generated reports.

Table of Contents

• The PDF generator automatically creates a table of contents with report titles and section headings, including clickable hyperlinks for easy navigation.

Save the Current Report as a Template

• Save any custom-generated report as a reusable template.
• The template automatically fetches and updates with current data.

Linarc also offers a curated collection of standard templates you can use to instantly generate reports—or clone and edit to create your own.

The Report Builder allows two ways to create templates:

• Create a new template

• Import from system template