Difference between revisions of "23. Templates"
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'''Templates - Do you know how to customize your company templates?''' | '''Templates - Do you know how to customize your company templates?''' | ||
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| + | Windows Reports Tab > '''Templates''' or General > '''Templates''' | ||
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| + | '''How To Customize Templates''' | ||
| + | * If you know the name of the report you can type it in the Search text and it will appear as highlighted, otherwise you can also scroll up/down to find the report that you require. | ||
| + | * Double-click on the Report and this will open the report in the ERP Report Designer. | ||
| + | * By default the '''Template''' is opened in Design mode but you can always view a Preview by clicking on the Preview tab. | ||
| + | * Back in Design mode you have a wide range of tools along the top of the screen to customize the template as required by the organisation. | ||
Latest revision as of 09:54, 11 December 2014
Templates
Templates - Do you know how to customize your company templates?
Windows Reports Tab > Templates or General > Templates
How To Customize Templates
- If you know the name of the report you can type it in the Search text and it will appear as highlighted, otherwise you can also scroll up/down to find the report that you require.
- Double-click on the Report and this will open the report in the ERP Report Designer.
- By default the Template is opened in Design mode but you can always view a Preview by clicking on the Preview tab.
- Back in Design mode you have a wide range of tools along the top of the screen to customize the template as required by the organisation.
