Create a Template
The process of creating a Template is outlined in the sections below. Here, you can learn about configuring elements to create re-designed layout that defines the structure and format of a report.
Last updated
The process of creating a Template is outlined in the sections below. Here, you can learn about configuring elements to create re-designed layout that defines the structure and format of a report.
Last updated
Templates help standardize reports, ensuring consistency across different datasets while enabling efficient report generation. Users can design templates using the Template Builder, where they can add text, tables, charts, and other visual elements to structure the report.
Report Manager is the central hub for managing reports, schedules, and templates. It provides an organized way to create, edit, and manage reports.
Add Template Create a new Template using the "Add Template" button.
Templates List Table Users will see the Templates made in a table. The table will show its' Public Status, Name, Created, Modified and Copy, Edit and Delete buttons.
Template Builder is a tool for designing custom report and report templates by arranging elements, setting data sources, and configuring layout settings.
Back to Report Manager This button allows users to return to the main Template Manager interface, where they can view or manage other templates.
Edit Mode Users in edit mode are able to have complete control of their report layout workspace. Similar to the Dashboard Creation, Report Builder utilizes a click and drag interaction to move the report elements around.
Preview PDF View Preview the Report in an A4 PDF format. This format is common and suitable for printing and emailing/sharing.
Save Users can save their Report configurations and progress for future editing.
Right Control Panel - General This right-hand panel contains General Defaults settings within the Template Builder Workspace. These settings include:
Public Toggle on/off (Public Visibility means all organisations have access to the Template)
Name (Title of the template)
Report Date Range (Set date range viewed in the report)
Data Sources (Data streams included in report)
Right Control Panel - Report Date Range Let's users define the date range for the data that will be included in the report.
Right Control Panel - Data Sources Enables users to select and configure the data sources that the report will pull information from.
Data Sources Users can select and configure data streams with the desired data range, aggregation, data color etc. to be used in visualizations and analysis within the report. The data stream will appear in the Right-Hand Panel under Data Sources. From here users can edit their data streams or delete them.
Header Container The header appears at the top of every report page and typically provides a space for consistent branding and contextual information about a customer.
Body Container The body is the core section where actual report data and analysis is displayed.
Container Edit Options The containers include options on adding more containers, elements or cut/copy/duplicate to help build out the users' report.
Footer Container The footer appears at the bottom of every report page and provides more contextual or branding elements related to the customer. It also provides the page number labelled on the bottom right.
Left Control Panel The left panel will display the Parameters and settings related to the container or elements selected in the workspace. Common settings include Size (width of container or element), Space (container or element margins) and Layout (body content margins). The Parameters of each element are explained in their respective sections within this document.
Elements A number of elements are available for users to include within the report for data visualization purposes. For further information on each element, please refer to Report and Template Elements.
Preview PDF View Preview the Report in an A4 PDF format. This format is common and suitable for printing and emailing/sharing.
Save Users can save their Report configurations and progress for future editing.
Create Template through Report Builder Users can also create a new Template through the Report Builder using the "Template" panel on the right. You can add a new Template by inputting a Template Name and then clicking "Create".
