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 on the left-hand side 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).
  • Auto-generate template based on project content (The template will be created automatically based on the item types that are included in the project).
  • Duplicate the current report template (The template that is currently open for editing on your screen will be duplicated).
  • Duplicate the template selected 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.