Product Guides: 360-Degree Feedback

Create a custom report template

You have the option to use EchoSpan's standard report templates and/or create and customize your own. 

  • If you would like to create a custom template to use, from the drop-down menu, select Reports >> Edit Report Templates.
  • Click the "Create a New Template" button at the top of the page.
  • Enter a title for your 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).
    • 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).
  • Click the "Submit" button and your template will be opened to allow for editing.

 

 


Last updated: Thursday, August 25, 2016
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