Update Custom Templates


1. To Manage a Custom Report Template of a Program, click the ‘Settings’ tab from the left side bar of the Program page. Once done, navigate to the ‘Report Templates’  section then ‘Custom Templates’. Click the ‘Template Title’ button or the edit icon.

 

 

2. Apply the necessary changes in the Template Details form: ‘Template Name’.


 

3. Add more element in the Program Custom Report by clicking the ‘+ Add Section’ link. Once done, click the desired Module to add.


 

4. Re-arrange Report sections to your desired sequence by moving the Drag and Drop ‘+’ icon. Once complete, click the ‘Create’ button to save template.

To remove a module, click the ‘x’ icon. Then once done, click the ‘Update’ button to save template.