Changes

Jump to: navigation, search

Global Report Template

813 bytes added, 14:45, 9 July 2019
no edit summary
==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. 
===Accessing the Global Report Template===
You can access the '''Global Report Template '''with the following steps: 
:: {{Icon-Menu}} 
 
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. 
:: [[File:Global report template.png|thumb|none|700px|borderThe 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. 
The :: [[File:Global report template blank.png|thumb|none|800px|Blank Global Report Template allows SmartSimple administrators to add an ]]: :* 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 the Global Report Template will be applied to all reports in their system, in order to personalize . This means that the header and footer created with the display of their organization's dataGlobal Report Template will appear whenever a [[Reports|report]] is run or previewed. 
The ===Example of a Global Report Template is accessed by clicking on ===[[Image:GlobalReportTemplate.PNG|thumb|none|link=|600px|Example of HTML inserted into Header text box in the Global Report Template tab on the [[Report Management window]].
[[Image:Reports2By including HTML code, you can personalize the header and footer that will display on the page when a report is run or previewed.PNG|link=]]
To access 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, take the following steps:]]
# From the left-hand [[Administration Interface|administration menu]], under ===Exempting Individual Reports===You are able to exempt individual reports from the [[Administration_Interface#Communications_Menu|Communications]] heading, choose the hyperlink for '''View ReportsGlobal Report Template'''.# Click on by selecting the '''Disable Global Report Template''' tab (to option on the right of the New report's '''Edit Report tab)''' page.
You will see 1. Click on the 9-square menu icon on the following screen:<br />[[Image:GlobalReportTemplatetop right of your page.PNG|link=]]
By including HTML code:: {{Icon-Menu}} 2. Under the heading '''Tools, you can personalize the header and footer that will display on the page when a report is run or previewed '''click on '''Reports.'''
Clicking 3. The reports available to you in your SmartSimple system will be displayed as a list. Click on the '''pencil icon''' next to the {{PreviewButton}} button will generate a preview name of the report template:<br />[[Image:GlobalReportTemplatePreview.PNG|link=]]<br />The header and footer defined on this page will be applied to all reports by defaultthat you would like to '''Disable Global Template '''for.
You can exempt individual reports from the Global Report Template by selecting the "Disable Global Template" option on the reportwill be brought to the '''s Edit Report Report '''page:<br />[[Image:GlobalReportTemplate2.png|link=]]
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. 
# From the :: [[Report Management window]], click on the Edit icon ({{EditIcon}}) next to the report that you want to exempt from the File:Disable global template.png|thumb|none|400px|Disable Global Template.# From the Edit Report page, click on the [[Edit Report Page: function from Advanced Settings Tab|Advancedwhen editing a report]] tab. # Select the "Disable Global Template" option6.# Hit Click '''Save.'''.
==See Also==
* [{Template Page]]
* [[Report Template]]
[[Category:Reports]]
2,299
edits

Navigation menu