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Global Report Template

1,597 bytes added, 14:45, 9 July 2019
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The ==Overview==The '''Global Report Template 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 is accessed by clicking on the ===You can access the '''Global Report Template tab on Template '''with the [[Report Management window]].following steps: 
[[Image:Reports21. Click on the 9-square menu icon on the top right of your page.PNG|link=]]
To access the Global Report Template, take the following steps:: {{Icon-Menu}} # From 2. Under the left-hand [[Administration Interface|administration menu]], under the [[Administration_Interface#Communications_Menu|Communications]] heading, choose the hyperlink for heading '''View ReportsTools, '''.# Click on the select '''Global Report TemplateReports.''' tab (to the right of the New Report tab).
You 3. The list of reports available to you in the system will see the following screen:<br>[[Image:GlobalReportTemplatebe displayed. The second tab is labelled '''Global Report Template '''- click this tab to begin customizing your report header and footer.PNG|link=]] 
By including HTML code:: [[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, you can customize and the other for the '''Footer. '''In order to create these universal report header and footer that will display on footers, simply enter HTML into the page when a report is run or previewedrespective text boxes. 
Clicking on the {{PreviewButton}} button will generate a preview of the report template:<BR>: [[ImageFile:GlobalReportTemplatePreviewGlobal report template blank.PNGpng|link=thumb|none|800px|Blank Global Report Template]]<BR>: :* 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.:* By default, the header and footer defined on this page the Global Report Template will be applied to all reports by default.This means that the header and footer created with the Global Report Template will appear whenever a [[Reports|report]] is run or previewed. 
You can exempt individual reports from the ===Example of a Global Report Template by selecting the "Disable Global Template" option on the report's Edit Report page:===[[Image:GlobalReportTemplate2GlobalReportTemplate.pngPNG|thumb|none|link=|600px|Example of HTML inserted into Header text box in the Global Report Template]]
By including HTML code, you can personalize the header and footer that will display on the page when a report is run or previewed.
# From the [[Report Management window]], click Clicking on the Edit icon (the {{EditIconPreviewButton}}) next to  button will generate a preview of the report that you want to exempt from the Global Template.template:<br data-attributes="%20/"># From the Edit Report page, click on the [[Edit Report PageImage: Advanced Settings TabGlobalReportTemplatePreview.PNG|thumb|none|link=|600px|Advanced]] tab.# Select Header preview, designed from HTML in the "Disable Global Report Template" option.# Hit '''Save'''.]]
===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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