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Report configuration template

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A template that can set a set of prefilled download options

Admin can pair an issue report template with a report configuration template, for the users able to pick a report configuration template from the download process/form/issue dialog. The issue report template will be selected based on the paired report configuration template accordingly. TABLE OF CONTENTS
First, log in to Company Area. Only the company admin can access this page.

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Click Settings and select Report configuration.

Set up a Report configuration Set up a Report configuration

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You can create a new template by clicking the ⊕ button.Set up a Report configuration

Enter the template title, and click OK to confirm.  If you have a downloaded file, you can also click on UPLOAD. Set up a Report configuration Template created.

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The template will be created, and you can now check the download options for this template as pre-fill settings. Any updates made will be saved automatically.

Set up a Report configuration Next, you may need to pair this report configuration template with an issue report.

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Please access the Report layer by Company level ➡ Settings ➡ Categories ➡ Subcategories ➡ Issue template ➡ Issue wizard ➡ Report layer to set up.

Here are the screenshots to guide you to access.Set up a Report configurationSet up a Report configurationSet up a Report configurationSet up a Report configuration Click Edit. And select the latest template version which is currently in use, instead of creating a new version.Set up a Report configurationSet up a Report configuration Click EDIT to access the Issue wizard ➡ Report layer.Set up a Report configurationSet up a Report configuration

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Select the report layout, click  ⋮  the button, and Pair.

Set up a Report configuration Set up a Report configuration Set up a Report configuration Click to select the existing Report configuration template to pair with. You can select more than one template according to your needs. Set up a Report configuration OK to save.

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Set up a Report configurationRemember to click the SAVE button to save changes.Set up a Report configuration

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Set up completed.

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Let’s check how it works at the Project level.

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Click Download to open a download dialog.

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Set up a Report configurationSet up a Report configurationCheck the “Use report configuration template” option.

If not checked, it will automatically select the default template.Set up a Report configuration 

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The paired report configuration template has been selected. To download the template, please click on the DOWNLOAD button.

Once the download is finished, you will have a report with a layout that matches the example provided above, featuring “Photo only”. Set up a Report configuration Alternatively, you can manually select a different template from the available options.Set up a Report configuration or you can click on the ADVANCED button to review and modify the download options.Set up a Report configurationSet up a Report configuration Done. Additionally, it is possible to work with the Report cover. Let’s check it out to learn more about its functionality. :)