Build and Edit Report Templates
This video tutorial covers the process to create and edit report templates for your projects. Admins can create report templates for individual PDF reports, group PDF reports and interactive reports. This video also demonstrates how to apply cover designs and security settings to your report templates. This corresponds to the optional step 7 on the quick setup checklist when a new project is created, but administrators can modify report templates at any time.
Last updated: Monday, November 9, 2020
report templates, build report, edit report, component settings