Difference between revisions of "Global Report Template"
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==Overview== | ==Overview== | ||
| − | The '''Global Report Template '''allows [[SmartSimple]] [[Global User Administrator|administrators]] to add an HTML header and footer to all reports in their system, in order to personalize the display of their organization's data. | + | The '''Global Report Template '''allows [[SmartSimple]] [[Global User Administrator|administrators]] to add an HTML header and footer to all [[Reports|reports]] in their system, in order to personalize the display of their organization's data. |
===Accessing the Global Report Template=== | ===Accessing the Global Report Template=== | ||
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:: [[File:Global report template.png|thumb|none|700px|The Global Report Template tab]] | :: [[File:Global report template.png|thumb|none|700px|The Global Report Template tab]] | ||
| − | + | ===Using the Global Report Template=== | |
| + | The '''Global Report Template '''is split up into two text boxes - for the '''Header '''of your reports, and the other for the '''Footer. '''In order to create these universal report header and footers, simply enter HTML into the respective text boxes. | ||
| − | + | :: [[File:Global report template blank.png|thumb|none|800px|Blank Global Report Template]] | |
| − | [[ | + | * The two buttons at the bottom allow you to '''Preview '''what the HTML of your header and footer will look like, or '''Save '''the content so that the header and footer will appear with your reports. |
| + | * The header and footer created with the Global Report Template will appear whenever a [[Reports|report]] is run or previewed. | ||
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[[Image:GlobalReportTemplate.PNG|link=]] | [[Image:GlobalReportTemplate.PNG|link=]] | ||
Revision as of 09:11, 9 July 2019
Contents
Overview
The Global Report Template allows SmartSimple administrators to add an HTML header and footer to all reports in their system, in order to personalize the display of their organization's data.
Accessing the Global Report Template
You can access the Global Report Template with the following steps:
1. Click on the 9-square menu icon on the top right of your page.
2. Under the heading Tools, select Reports. 3. The list of reports available to you in the system will be displayed. The second tab is labelled Global Report Template - click this tab to begin customizing your report header and footer.
Using the Global Report Template
The Global Report Template is split up into two text boxes - for the Header of your reports, and the other for the Footer. In order to create these universal report header and footers, simply enter HTML into the respective text boxes.
- The two buttons at the bottom allow you to Preview what the HTML of your header and footer will look like, or Save the content so that the header and footer will appear with your reports.
- The header and footer created with the Global Report Template will appear whenever a report is run or previewed.
By including HTML code, you can personalize the header and footer that will display on the page when a report is run or previewed.
Clicking on the 
button will generate a preview of the report template:
The header and footer defined on this page will be applied to all reports by default.
You can exempt individual reports from the Global Report Template by selecting the "Disable Global Template" option on the report's Edit Report page:
- From the Report Management window, click on the Edit icon (
) next to the report that you want to exempt from the Global Template. - From the Edit Report page, click on the Advanced tab.
- Select the "Disable Global Template" option.
- Hit Save.
- From the Report Management window, click on the Edit icon (
