How to create and save a report template - Web version

APROPLAN allows you to adapt your reports according to the different needs of each project, by customising report templates.

Prerequisites:

To create and save a report template, you must:

  • Access your account via the web application
  • Have an APROPLAN Enterprise licence.
  • Create a Point in your project

Steps to create and save a report template:

  1. Select the Project you‘re working on
  2. Access Points window

  3. Select the Points you’d like to generate report for

  4. Click on “Generate report” icon. Note: If you click on this icon without selecting any point, a report will be generated for all points.

  5. Select between the different options of your report template. You can:
    • Modify the sorting options. For more information about this section, read this article
    • Modify the layout options. For more information about this section, read this article
    • Choose a logo for the report. For more information about this section, read this article

  6. After finalising all your template options, you can save your template by navigating at the top of the “Generate report” window and click the “Save report template” button.

  7. If you want to overwrite the current report template, select the “Override template” option then press the “Save” button.

  8. If you want to create a new report template, select “Create new template”, type the name for the new template, then press “Save”.

  9. Note: You cannot overwrite the built-in report templates. If you try to modify and save a built-in report template, the following window will pop up:

Encountered a problem? Contact our support here or send your questions directly on the app.


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