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Global Report Template

655 bytes added, 14:45, 9 July 2019
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:: {{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 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 By default, the header and footer defined on the 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. 
===Example of a Global Report Template===
===Exempting Individual Reports ===[[Image:GlobalReportTemplate.PNG|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.
Clicking on the the {{PreviewButton}} button  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]]<br />The header and footer defined on this page will be applied ===Exempting Individual Reports===You are able to all exempt individual reports from the '''Global Report Template''' by defaultselecting 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.'''
You can exempt individual 3. The reports from available to you in your SmartSimple system will be displayed as a list. Click on the '''pencil icon''' next to the Global Report Template by selecting name of the "report that you would like to '''Disable Global Template" option on the reportTemplate '''s Edit Report page:<br />[[Image:GlobalReportTemplate2for.png|link=]]
You will be brought to the '''Edit Report '''page.
4. Click into the second tab, labelled '''Advanced.'''
:# From the [[Report Management window]], click on the Edit icon ({{EditIcon}}) next to the report that 5. Scroll down until you want find '''Disable Global Template'''; toggle this function to exempt from disable the Global Templateglobal template.  ::# From the Edit Report page, click on the [[Edit Report PageFile: Disable global template.png|thumb|none|400px|Disable Global Template 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]]
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