Custom report templates can be created and used for single-Issue
reports generated from the Homepage using the Quick Action Checkbox dialog,
as well as from the Details page of an Issue. For example, templates
can be made for Work Orders, Return Merchandise Authorization forms (RMA),
and Purchase Orders.
To create a Report
template:
Select Administration
| Workspace | Report Templates from the FootPrints Toolbar.
An
HTML page must be created for the template. Use your favorite HTML
editor to create the file. You can include your own headings, text,
logo, etc.
A list of keywords
for FootPrints fields can be inserted into the HTML page.
A list of keywords for your Workspace can be viewed by clicking the link
for instructions under Create
and Load templates. You can print this for easy reference
when creating templates.
Once the file is
completed, click the link to upload the file to the FootPrints
server.
Each time you generate
a single-issue report,FootPrints scans the file for data keywords
and substitutes Issue data for the keywords.
Templates can be
edited and deleted from the same screen in the Manage
Report Templates section.
The report format is now available when doing a single-issue report from the Details screen of an Issue and from the Homepage
Quick Action Checkbox dialog.