Report Templates are Word-style documents with variables that are filled with record data when a report is generated.

Where

/templates, titled Report Templates: "Design templates with variables for automated report generation".

Create a template

1. Open /templates.
2. Click Add to create a template, or Upload Word Template to import an existing Word document.
3. In the Create Report Template dialog fill in Template Name (required), optionally Entity Type, Show in Reports and Description, then click Create & Design.
4. Design the document and its variables in the template editor (opens at /editor/<docId>).

Grid columns

Name, Entity, Description, Created/Updated By and Date, and Show in Reports. To change a template, select exactly one row and click Edit.

Generate

Generate reports from entity pages (Customers, Orders and so on). Results are listed under /reports (Generated Reports).

Tips

• Upload an existing .docx rather than rebuilding layout by hand.
• Turn off Show in Reports to hide a template without deleting it.