How Do I Create a Report Template?

Created by Bharath K, Modified on Mon, 24 Nov at 12:12 PM by Bharath K

Step 1 of 6

Open Main Navigation Menu

Click on the navigation button in the top-left corner of the page to open the main menu

Note: This button is used to hide or unhide the Naviagation menu

Step 2 of 6

Navigate to the Reports Section

Click on "Reports" in the left sidebar menu and click on "Add Report Template" in the left sidebar to start creating a new template

Note: This opens the template creation interface, where you can customize report sections

Step 3 of 6

General Section

In the Template section, you can configure the template's General details, Email, Cover page of the report, and Introduction to your Report.

Note: The highlighted General section indicates it's currently selected for configuration

Step 4 of 6

Website Details

In the next section, you can customize the report fields. You have the option to select the data you would like to see in the report, like Overview, Updates, Backup, Security, and more.

Step 5 of 6

Save Report Template

Click the "Create Template" button in the top-right corner to save your new report template

Note: This completes the template creation process and returns you to the templates management page

Step 6 of 6

Verify Template Creation

Review the Report Templates page to confirm your new template appears in the list with creation details

Note: Look for the success confirmation message and verify your template name, creation date, and usage status are displayed correctly in the templates table