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Overview

Batch Reports can be saved in templates that are specific to an individual client to allow for a quick send of different types of reports for different recipients.

1. Template Drop Down : 

The Default Template is the generic template that has been in place if a user is currently using this feature. “Default” is the template that was initially set up. Every new template following this feature will appear in this drop-down.

2. Template Management :

Within the Template Management drop down, a user can Create, Edit, and/or delete an existing template. Please see the sections below for more information.

The following is saved as part of the template:

• • Template Name
  • Selected Reports / Report Order
  • To Field
  • CC Field
  • Reply To Field
  • Subject Field
  • Content of Email

Creating Templates

Creating a template requires a user to first, use the Template Management Drop Down ( 2 ), select “Create New Template” and it will open the Template Section of the system. Always start by naming your template.

3. Choose Dashboard Report :

The default dashboard report will be “none”, but a user can select from either the Staff or Management Reports to be the cover page of the report.

4. Included Reports :

This click-and-drag feature allows a user to add and organize the other reports that are to be included within the batch report pdf.

Editing Templates

When editing a template, use the Template Drop Down ( 1 )  to select the template to edit, and then use the Template Management Drop Down ( 2 ) to select “Edit Current Template”.

5.  Template Drop Down

The template displayed will be the one that is to be edited. This feature will always act as your “active” template display.

6. Template Management Dropdown

Select “Edit Current Template”

7. Edit Current Template

The edit screen mirrors the creation screen but will be populated with the information of the template you wish to edit.

Deleting Templates

When deleting/removing a template, use the Template Drop Down ( 1 )  to select the template to remove, and then use the Template Management Drop Down ( 2 ) to select “Delete Current Template”.

8.  Template Drop Down

The template name displayed will be the one that is deleted/removed.

9. Template Management Dropdown

Select “Delete Current Template”

10. Delete Current Template

Template Spacing Issues

Some have reported the sent batch report email body is received with additional spacing resulting in an odd display to the recipient. If you see this issue…

1. Edit the problem template.
2. Remove all problem spacing.
3. Add the spacing back in but do so by holding SHIFT + ENTER (do not just click enter).
4. Save the revisions and send yourself a Batch Report using this edited template for review.

Feedback Desired: We suspect this is unique to the Google Chrome browser, therefore, would like to hear from anyone experiencing spacing issues, when using anything other than Google Chrome.

Technical Background: Whenever you use the Enter key, you will see a </p> signifying the end of a paragraph and then a <p> at the start of the new. Using Shift-Enter will give you a <br/>, which means break.