Add Report Templates

Modified on Tue, 24 Jun at 1:32 AM

The powerful 'Report Builder' empowers users to design custom report templates, defining both the data to be included and their sequence. These templates, once saved, offer a streamlined approach for generating tailored reports at any time, incorporating the latest and most relevant information. Each report template can be created with the following features:

Custom Branding

Add a custom splash page for enhanced branding.
Configure headers and footers with essential details, such as your logo, page numbers, and other branding elements.

Flexible Report Structure

Incorporate multiple elements, including titles, sections, text blocks, data tables, and page breaks.
Easily add, remove, edit, or reposition individual report components.

Dynamic Data Tables

Select data from specific modules and customize the order of their appearance.
Source data directly from module list views, using filters preset and saved as custom views.

Content Elements and Attachments

Structure reports with titles, subheadings, text blocks, and page breaks.
Leverage the built-in text editor to format content, insert emoticons, and create tables.
Attach images and files to provide additional context or visuals, displayed precisely where they are placed in the template.

Grouped Report Elements

Organize report elements into groups for easier management.
Edit entire groups to add, remove, or reposition components seamlessly.

PDF Attachments

Attach and display PDF files at the bottom of generated reports.

Table of Contents

The PDF generator automatically creates a table of contents featuring report titles and section headings, complete with clickable hyperlinks for effortless navigation.

Save the current report as a template

Save the custom-generated reports as templates for future use. The report fetches the current data and updates automatically.

Linarc offers a curated selection of standard templates that you can use to instantly generate reports or clone and edit them to create a new template. The report builder lets you create templates in two ways: .