1. Update Custom Templates within a Project
1. To Manage a Custom Report Template, click the ‘Settings’ tab from the left side bar of the Project page.
2. Once done, navigate to the ‘Report Templates’ section then ‘Custom Templates’.
3. Click the ‘Template Title’ button or the edit icon.
4. Apply the necessary changes in the Template Details form with the following fields: ‘Report Title’, ‘Template Name’, ‘Repeats’, ‘Start Date’, ‘End Date’, ‘Time’, ‘Work Stream’ and ‘Email To’
Template details contains sections of the Project that you wanted to be displayed on the Report. It is important to add any piece that helps further explain the report or adds additional context.
5. To update the Custom Report Email Notifications, scroll to the ‘Email Notifications’ section. Tick/untick checkboxes to enable/disable sending of Report Notifications (per Key Role).
6. Add more element in the Custom Report Template by clicking the ‘+ Add Section’ link. Once done, click the desired elements within the Modules or Appendices section.
7. To remove a module, click the ‘x’ icon. You can also click the ‘+’ Drag and Drop icon to arrange the elements. Then once done, click the ‘Update’ button to save template.
