Create a custom Group Report template

You have the option to use EchoSpan's standard Group Report template and/or create and customize your own. Follow to steps below to create a custom Group Report template.

• From the drop-down menu, select Reports>> Edit Report Templates.
• Click the "Create a New Template" button on the left side of the page.
• Enter a title for your Group Report template.
• Select how you would like the template to be created. You can:
  • Start with a blank report template (A new report template will be created with the cover page component only).
  • Auto-generate template based on project content
  • Duplicate the current report template (The template that is currently open for editing on your screen will be duplicated).
  • Duplicate the template below (Allows you to select one of your current templates from a drop down or duplicate the EchoSpan Standard Group Report).
• Select the Report Type as “Group 360 Report”.
• Click the "Submit" button and your template will be opened to allow for editing.
• Click "Insert a Report Section" to add report components to your template
• Optional: drag and drop the report components to the order you want them to appear in the report. Click Save Page Order.
• Click on "Settings" for each component you wish to customize