How to create & save a company-level report template - Web version

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An Expert, Enterprise or Enterprise+ license is required

Step by step guide

  1. Select the project you're working on
  2. Navigate to the list of your Points

  3. Select the points you'd like to generate report for (1), and click on "Generate report" button (2)

  4. 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
  5. Finish the set-up and click on the “Save report template” icon located at the top of the window

  6. Add a name to your new report template and tick the box if you want to save this new template for your company, so every member of your company has access to it.

If you need furter assistance on how to create a report template, please refer to this article.

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


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