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Define Reports templates#

This section contains the reports templates you prepare for your organisation.

List of Reports Templates#

Access to the list by opening the Organisation menu, then the Templates tab, and the Reports tab.

List of Reports templates

List of reports templates

Click the button to create a new Report template.

New Report template#

Create a report template

Create a report template

Configuration parameters#

Define report title and description

Title
Page template title. Used to identify the Page template with the API. Also used as a page title when the template is used in a case.
Description
Category for grouping pages on a common theme. Is used as a page tree in the case of.
Content
Default page content when the page template is used in a case.

Then define the report content, consisting of a header, footer and widget list

The header is composed of markdown content. It is not mandatory to define a header.

Create a report template

Define header

Text widget#

It is possible to define a text widget to define content.

Create a report template

Define text widget

A text widget can be defined to add separating titles between widgets.

Create a report template

Define section title

Image widget#

Add images by searching for them in computer files or by drag&drop

Create a report template

Image widget

Table widget#

Add tables containing case elements

Parameters table#

  1. Define entity to select which case elements will be displayed in the table.
  2. It is possible to define the maximum number of elements in the table.
  3. It is possible to activate protection on the display of observables to fang information.

Create a report template

Define entity table

Data Columns#

  1. When the widget is added, the most relevant information is automatically pre-selected. However, new columns can be added at any time.
  2. It is also possible to redefine the order of columns using drag&drop.
  3. Finally, it is possible to delete any column by clicking on the cross button of the item

Create a report template

Define data columns table

Sorts#

  1. It is possible to sort table information
  2. Define the data on which the table is to be filtered
  3. Choose sort order
  4. Add multiple sort data
  5. Delete excess sort data

Create a report template

Define sort table

Filters#

  1. You can add filters to the table to limit the data in the table.
  2. Select any information from the selected entity
  3. Define the operator to be applied to the filter
  4. Define control values
  5. Multiple filters can be added.
  6. To delete a filter, use the cross button.
  7. Finally, you can clear all the filters to be applied

Create a report template

Define filters table

List widget#

Add list containing case elements

Parameters list#

  1. Define entity to select which case elements will be displayed in the list
  2. It is possible to define the maximum number of elements in the list
  3. It is possible to activate protection on the display of observables to fang informations

Create a report template

Define entity list

Data List#

  1. When the widget is added, the most relevant informations is automatically pre-selected. However, new datas can be added at any time
  2. It is also possible to redefine the order of data using drag&drop
  3. Finally, it is possible to delete any data by clicking on the cross button of the item

Create a report template

Define data list

Sorts#

  1. It is possible to sort list informations
  2. Define the data on which the list is to be filtered
  3. Choose sort order
  4. Add multiple sort data
  5. Delete excess sort data

Create a report template

Define sort list

Filters#

  1. You can add filters to the list to limit the data in the list
  2. Select any information from the selected entity
  3. Define the operator to be applied to the filter
  4. Define control values
  5. Multiple filters can be added
  6. To delete a filter, use the cross button
  7. Finally, you can clear all the filters to be applied

Create a report template

Define filters list

The footer is composed of markdown content. It is not mandatory to define a footer.

Create a report template

Define footer

Organize elements#

  1. When a widget is added to a report, it can be dropped into the desired location.
  2. It is possible to place the element at the end of the report by clicking on the desired widget button.
  3. The order of widgets can be rearranged at any time.
  4. Header and footer cannot be moved

Create a report template

Organise elements

Actions on a report#

  1. Edit any widget in the report
  2. Delete any widget except header and footer
  3. Preview the report

Create a report template

  1. Save the report at any time
  2. Exit report editing to return to report list

Create a report template

Actions on reports