Creating a report using hte template macro allows you to have one report that a user can fill out but has the function allity to create multipul reports from one report. Exluding or including certain content for each report created.
The Report Will be created as a child page of the report page and has email funcitonality to email a pdf copy to recipicant added with in hte template macro.
Step 1
- create a new page in the desired space that you want your report to be located.
Step 2
- You need to fill your page up with any relevent information that you want to include in ur report. In this one i have added some Text editors and a trend window. You must include a template macro. The location of the macro does not matter but i would recommend placing it at the top of your page.
Step 3
- Once you have populated your macros its time to configure the template macro.
- Click on the settings icon
Step 4
- Delete any content thats default in the macro using the delete icon.
- Its now time to create differnt versions of your report.
- YOu need to decide how many versions of the report you want to be created.
- In this example we are going to create "internal and external"
- Type interal and click add
Step 4
- You need to add a reference tag to the report. this is going to reference the other macros and decide werather its included in htis report.
- So here were configuring the internal so im going to use a tag called internal. Any name is usalble but it makes it easer to reference the rpeort type.
- This will link the tag to the reprot
Step 5
- Lets follow the same steps as used to create the internal and create an external report
- Add an external tag
Step 6
- Here were are going to configure the email adress we wnat the reprots to be sent out to when they are created. You will need to configure htis for all the reports created.
Step 7
- Once htis is complete your template macro is configured and should display the differnet versions you have vreated.
Step 8
Locate this icon on all the macros
- Add the relevant tags that you created for your reports into each macro. Note if you want something in both reports you need to add both tags
Step 9
- Your now ready to create your reports
- First set the date
- then select the version you want to create
- then select create and email all.
Step 10
- review your reports
External
Internal
