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Setting up a new report template

How do I create a new report template?

The administrator and the supervisors can create report templates in the menu Reports.

The administrator can create templates that can be used for all customers or a single customer.

Supervisors can only create templates that can be used for a specific customer to whom they have been granted access. For more information regarding this, go to Company Structure.

The templates are structured as a questionnaire, in which you can investigate if the tasks have been solved to a satisfying degree. 

The existing templates can be used as they are, or you can adjust them to better match your needs. You can also create a new report from scratch by using an empty template.

 

In this article, you will learn how to create a new report template:

 

 

 

 

How to create a new report template

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In the menu, go to Reports > Templates

 

Click on Create new report template

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Click on the dropdown menu next to Customer
You can choose whether the template should be applicable to All customers or only to a specific customer.

 

NOTE:

If you select All customers, you can fill out the report for all customers. If you pick a specific customer, the report can only be filled out for this customer.

Should you wish to use the template for another customer at a later point, you can either create a new template or copy the existing one and edit the copy.

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Choose the template that you want to create from the Base templates

 

Click on Start to continue setting up the template

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INFO:

Learn more about the different types of report templates here:

 

Continue to the article Adjusting the report type on a report template

Learn how to adjust the settings for your new template