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Global Report Template

1,709 bytes added, 14:45, 9 July 2019
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{{UnderConstruction}}==Overview==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. 
The ===Accessing the Global Report Template allows SmartSimple administrators to add an HTML header and footer to all reports in their system, in order to personalize ===You can access the '''Global Report Template '''with the display of their organization's data.following steps: 
The Global Report Template is accessed by clicking 1. Click on the Global Report Template tab 9-square menu icon on the Report Management windowtop right of your page.
[[Image:Reports2: {{Icon-Menu}} 2. Under the heading '''Tools, '''select '''Reports.PNG|link=]]'''
To access the Global Report Template, take the following steps:# From the left-hand [[Administration Interface|administration menu]], under the [[Administration_Interface#Communications_Menu|Communications]] heading, choose 3. The list of reports available to you in the hyperlink for '''View Reports'''system will be displayed.# Click on the The second tab is labelled '''Global Report TemplateTemplate ''' - click this tab (to the right of the New Report tab)begin customizing your report header and footer. 
You will see the following screen:<br>: [[ImageFile:GlobalReportTemplateGlobal report template.PNGpng|thumb|none|700px|link=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. 
By including :: [[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 codeof your header and footer will look like, you can customize or '''Save '''the content so that the header and footer that will display appear with your reports.:* By default, the header and footer defined on the page when Global Report Template will be applied to all reports. This means that the header and footer created with the Global Report Template will appear whenever a [[Reports|report ]] is run or previewed. 
Clicking on the {{PreviewButton}} button will generate ===Example of a preview of the report template:<BR>Global Report Template===[[Image:GlobalReportTemplatePreviewGlobalReportTemplate.PNG|thumb|none|link=|600px|Example of HTML inserted into Header text box in the Global Report Template]]
You By including HTML code, you can exempt individual reports from personalize the Global Report Template by selecting the "Disable Global Template" option header and footer that will display on the report's Edit Report page:# From the [[Report Management window]], click on the Edit icon ({{EditIcon}}) next to the when a report that you want to exempt from the Global Template.# From the Edit Report page, click on the [[Edit Report Page: Advanced Settings Tab|Advanced]] tab.# Check off the "Disable Global Template" option.# Hit '''Save'''is run or previewed.
Clicking on the {{PreviewButton}} button will generate a preview of the report template:<br data-attributes="%20/">
[[Image:GlobalReportTemplatePreview.PNG|thumb|none|link=|600px|Header preview, designed from HTML in the Global Report Template]]
 
===Exempting Individual Reports===
You are able to exempt individual reports from the '''Global Report Template''' by selecting the '''Disable Global Template''' option on the report's '''Edit Report''' page.
 
1. Click on the 9-square menu icon on the top right of your page.
 
:: {{Icon-Menu}} 
2. Under the heading '''Tools, '''click on '''Reports.'''
 
3. The reports available to you in your SmartSimple system will be displayed as a list. Click on the '''pencil icon''' next to the name of the report that you would like to '''Disable Global Template '''for.
 
You will be brought to the '''Edit Report '''page.
 
4. Click into the second tab, labelled '''Advanced.'''
 
5. Scroll down until you find '''Disable Global Template'''; toggle this function to disable the global template. 
 
:: [[File:Disable global template.png|thumb|none|400px|Disable Global Template function from Advanced Settings when editing a report]] 
6. Click '''Save.'''
 
==See Also==
* [{Template Page]]
* [[Report Template]]
[[Category:Reports]]
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