Edit Report or Templates

The Report Builder offers flexible editing options for saved templates and existing reports, enabling you to customize your report's appearance and layout before generating it. you can:

• Customize the Header and Footer - Add or remove elements such as the company logo, report generation date, and page numbers.
• Modify the splash page - Change the cover page of your report to fit your preferences or branding.
• Enhance report content - Insert new elements like text notes, attachments, page breaks, data tables, and more.
• Manage existing elements - Remove or reposition blocks to achieve your desired layout.
• Edit text content - Refine text elements to ensure clarity and consistency.
• Manage report data tables - Add or remove report data tables as needed to present relevant information.

To edit a template or an existing report

• Ensure you are on the project admin console. If not:
  • Click the app launcherand select 'Project' from the drop-down.
  • Click 'Project' on the top
• Click 'Report Builder' and 'Reports' on the left to open the Reports screen

            OR

• Click 'Report Builder' and 'Templates' on the left to open the templates screen

Search and filter options:
Use the 'Search' box located at the top left to locate an item using any value from the table as search criteria 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these: 		
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views	
Download List in Excel Format
Click the icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.

Tip: 
You can modify a system-generated template to fit your needs and save it as a new custom template for report generation. This allows you to tailor reports while maintaining the integrity of the original system-generated templates.

• Click the name of the template or the report you want to open and edit

Use the following links to jump to the section you need help with:

• Add new elements
• Edit text elements and headings
• Remove existing elements
• Remove existing element group block
• Relocate existing elements
• Relocate existing element group block

Add new elements

Inserting new elements, including general elements like text blocks, attachments, and page breaks, and adding report table elements to an existing template is similar to adding the elements during their creation. See Create New Template for guidance.

Edit text elements and headings

• Move your mouse over the element to reveal the edit options
• Click the icon to open the text editor
• Change the text or heading as required

Your changes are auto-saved.

Remove existing elements

• Move your mouse over the element to reveal the edit options
• Click the icon to remove the element and confirm your action

Remove existing element group block

• Move your mouse over the group block to reveal the edit options
• Click the icon located at the top-right corner within the block's boundary to delete the element, then confirm your action.

Relocate existing elements

• Hover your mouse over the element to display the available editing options
• Click and hold the ellipsis at the top-left, then drag the element to your desired location within the report 
• Release the mouse button to drop the element into its new position

Tip: You can drag and drop an element from one group to another seamlessly.

Relocate existing element group block

• Hover your mouse over the group to display the available editing options
• Click and hold the ellipsis at the top-left, then drag the element to your desired location within the report 
• Release the mouse button to drop the group into its new position

Your changes are auto-saved.

• Click theat the top-right to generate the report. The system generates a PDF version of the report, incorporating the most up-to-date data for all included items.
• Click  to download after around 30 secs to open the 'Downloads' pane.
• Click  button to save the elements as a template for future use.