Working with custom report templates

In certain scenarios, the versatility of our reporting allows you to elevate your data analysis by creating custom templates. These templates help streamline your reporting process, ensuring you present only the data your clients need, in a format they can easily understand.

Custom report templates save time and effort by automatically including only the relevant data, helping you focus on improving your clients' IT environments. Here's how to create and use these templates effectively.

Creating a new custom report template

Creating a custom report template ensures consistency and efficiency, especially when you need to generate similar reports for different clients. Follow these steps to create a customized template:

Step-by-Step Instructions

  1. Navigate to the Client's Dashboard:
    1. Open the Client Console and click into a client’s dashboard.
    2. Click on the Scheduled Reports menu.
  2. Initiate the Creation of a New Report:
    1. Click the Create New Report button.
    2. In the Apply Template section, either select an existing template or choose to leave it blank if you want to start from scratch.
  3. Customize the Report:
    1. Report Name: Enter a descriptive name for your report.
    2. Report Parameters: Set the parameters that define the data scope.
    3. Additional Report Columns: Add any specific columns that provide the necessary details.
  4. Save as Template:
    1. Select the Save as Template option.
    2. Enter a descriptive name in the Report Name field to reflect the template’s purpose. For example, Hardware report for workstations over 5 yrs old with no warranties.
    3. Click Save to finalize the template.

Applying a Template to a Custom Report

Step-by-Step Instructions

  1. Apply a Template:
    1. In the Apply Templates section, click the Apply template button.
    2. From the Apply a new template dialog, choose the desired template from the list.
    3. Once selected, click Apply template to populate the report with the template’s settings.

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