Templated Report - Templates

Templates can be configured to generate consistent daily or weekly reports.  Templates can be built from a standard template or from a blank template. Skills and knowledge in HTML/CSS are recommended.

A company logo can be added to SYNCHRO Perform for use in all Templated reports.  Refer to Project Settings to import your logo.

1. Click on Settings > Templates > Reports.
   
2. To create a report template based on one of the standard templates, click in Reference Template and select the template from the dropdown.
3. To edit an existing report template, click on the  icon to the right of the report,
4. Make relevant changes and then select Save or Save and Close.
5. Select Copy to Chrome Template to copy the current template into a new template that uses Chrome pdf rendering.
6. Select Convert to Chrome Template to convert the current template to use Chrome pdf rendering.
7. To archive an existing report that is no longer needed (reports will not show up on the Reports > Templated page) check the Archived box.
8. To delete an unused report template, click the  icon to the right of the report.
9. Click on View template help for guidance on working with templates.

Templated Report - Add or Edit Report Template

1. To create a new report template, click on Add Report Template or Add Chrome Report Template (Chrome Report Templates are recommended).
   
2. Click on the Show Help for the template help.
3. Enter a Report Name.
4. Select the Report Period (Daily or Weekly).
5. Select Printable as needed – this enables the report to be downloaded in pdf format.
6. Select Archived as needed – reports will not show up on the Reports > Templated page by default.
7. Enter email recipients and companies as needed.
8. Enter Header and Footer HTML – info entered here is visible on every page of a generated pdf.
9. Enter Content – this is mixture of HTML/CSS and the available widgets and constitutes the main content of a template.
10. Adjust Spacing and Margins as needed to adjust header and footer spacing and page margins in a generated pdf.
11. Select Save or Save and Close.

Templated Report - Report Parameters

If the report utilises report parameters, these can be configured and edited via the Project Settings.

1. Select Settings > Project > General > Edit Project, scroll to the Reporting parameters section.
   Parameters can be called into Templated Reports.
   The format for a parameter is:
   variable=value
   To call a parameter in a Templated Report use:
   {{variable}}
   
2. Select Update Project to save.