Add report components to a custom report template

You can add report components to any of your custom report templates.  These components can be moved around in order and customized once added to your template.

• From the drop-down menu, select Reports >> Edit Report Templates.
• Click the "Open a Template to Edit" button on the left-hand side of the page.
• Select the template you would like to edit from the drop-down.
• Click the "Open Template" button.
• Click the "Insert a Report Section" button at the top of the page to insert a new report section. By default the system will display EchoSpan's editable report components, which are recommended.
• Check the radio button next to each section that you would like to add to your open template. You will be able to preview, edit, and remove the section as needed, once it is added.

  NOTE: There are three types of components that can be added to your report template. Components from different sections can be used together. The new, editable report templates are recommended as legacy components may not remain compatible for all reports.

  • Standard - New editable report components.
  • Legacy - Static report templates from previous versions of the tool.
  • Custom Built - Components created for your account by EchoSpan's development team. By default this list will be empty.
     
• Click the "Add Selected Components" button at the bottom of the window.