Custom reports: creating your own template

[EmilyTapestrySupport]

In this tutorial we'll look at how to add custom templates to use with our Reports feature.

The Reports feature should be enabled on your account by default, but if it has been disabled for any reason you will need to enable it before you can add a custom template. Enabling the Reports feature is covered in our tutorial on adding and editing reports. You can find a link to the relevant section here.

To begin adding a custom report template, click the 'Reports' tab at the top of the screen (1), then select 'Manage Custom Templates' under your reports templates (2).

 

 

If you have any custom templates or draft custom templates these will appear on this page (1). To create a new custom template, click the 'Add a Custom Template' button (2).

You can find a link to our tutorial on draft report templates here.

 

 

 

You will then be able to add a title for your report template (1). To start with, the only section your custom report will have is 'Media and Documents' (2), which will allow you to attach files. You will not be able to save your report until you add at least one more section. To do this, click 'Add Section' (3).

 

 

You will then be given a selection of template sections to choose from on the left side (1). Some sections will have fields that are automatically filled in using data from your Tapestry account (2). Once you have selected the type of section you would like to add, you will be able to select a section title (3). Click 'Add Section' (4) to add it to your report.

 

 

You will then be able to edit a section by clicking the pencil icon (1) or delete it by clicking the bin icon (2). If you have multiple sections you will be able to adjust their order by using the up and down arrows (3).

 

 

Once you have finished adding your template click 'Save Report' at the bottom right of the page (1). If you would not like to enable your report yet, or would like to continue working on it later you can save it as a draft instead (2).

 

 

For more information on custom report templates, you can find our tutorial on draft templates here, and our tutorial on duplicating templates here.

 

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