The Templates tab
- Allows the selection of the report templates that will be created for each site
- Contains more information on the report templates available
- Provides an easy way for users to access and customize the excel template used by a report
Note: If a report type is selected for a site that is not using that product, that report will not be generated and sent to the site.
To select a report template to be sent to customers
Under the Report Name column, check the box for the report templates to send to customers
To find more information on a report template
Under the Report Name column, click a report name to display detailed information about what information that report template will contain.
To access and customize the excel template for a report template
- Under the Report Name column, click a report name to highlight it.
- Click the Open template folder button at the top of the page to open the folder that contains the excel template file.
- Make changes, then save the updated file to the same location, without modifying the file name.
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