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What are report templates?

You can manage report templates in the Report Templates module. You can create, edit or delete report templates. To generate reports you'll need a report template. A template tells you more about the layout and design of what a final report should look like. The templates can be fully customized as you wish. The built-in report generator is very extensive.

Reports can be created and used within the system. These are then so-called document reports, linked to a type of document within the system. However, it is also possible to define and organize your own reports. These reports are not linked to a standard document within the system, but are free reports that you can access at any time. These reports can, for example, be made for monthly reports or management reports.

Navigation: Settings / Reporting and email / Report templates.