Manage Project Report Templates

Overview

You can manage the project report templates that you and others have created – also see Create & Edit Project Report Templates. Specifically, you can view/edit, download, duplicate and delete project reports.

To get started with project reports you should first read the fundamentals about Project Reports.

How to access Project Report Templates

1. Hover over Templates
2. Click Project Reports
   

View and Edit Field Mappings

To open a template in the PDF viewer (where you can also change the field mappings – see Create & Edit Field Mappings):

1. Click on the project report template in the table
   

The usual table options are available as described in Sort & Customise Tables.

Edit Template Settings

To edit settings of the template:

1. Click on the pen icon of the project report on the right.
   
2. All the settings you can change are described in Create & Edit Project Report Templates

Download

To download the PDF file of a project report template:

1. Click download next to the project report template
   

Duplicate

To duplicate a project report template:

1. Click duplicate next to the project report template
   

The duplicate will automatically be named "Copy of [name of copied template]".

Delete

To delete a project report template:

1. Click delete next to the project report template
   

It is not possible to restore a deleted project report template.