Templates of Summary Report

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Table of Contents

Creating a Template for the Summary Report
1. Selecting users
2. Tasks selection
3. Setting selection
4. Viewing the result

You can create templates in Summary Reports. A new template is created after you have passed all four steps. Information from all stages is saved in the template: the set filters in the tables, the assigned users and tasks, the specified settings.

Creating a Template for the Summary Report #

1. Selecting users #

The generation of the Summary Report starts with the selection of users. Filters in the table (Name, Position, City, Department, Tags) are used to search for users. Then the selected users are Assigned to the report.

The following information will be saved for the template:

all specified filters;
all assigned users

When you build a report again from a template, new users may be added to the system. They will be filtered in the table and will appear in the list, but they are not automatically assigned. The administrator needs to re-check the list of users and re-assign new users to the system.

You can go to the list of saved templates in the first step by clicking on the button

2. Tasks selection #

The second step is to select the tasks. Filters (Name, Type, Labels, Start, End) are used to search for tasks. Then the selected tasks are assigned to the report.

The template will save:

the filters that have been set;
assigned tasks

3. Setting selection #

Here you can set all the settings to build a summary report. The template will save all the checkboxes and dates.

4. Viewing the result #

In the fourth step, the report is generated. Here you can also create a new template - the Create Template button

During template creation, fill in the fields - Title and Description

The new template for the Summary report has been created!
To reuse it, click on the Use button

When you build a report again from a template, you can change all the data - selected filters, user and task assignments, settings. The template will not be changed - template editing is unavailable. If the data for building the report has changed and the template is not relevant - remove the old template and create a new one.