Edit Report Templates

The Report Builder offers flexible editing options for saved templates, 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

• 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' on the left 

The report templates screen opens with a list of pre-created templates with their details:

• Click the name of the template 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 the 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 Custom Report 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