Overview
When you Create Advanced Ticket Report Templates, your content is organised into pages. You can add, remove and change the order of pages.
Customise & Format your Pages is explained in other articles which are linked at the end of the article.
Access & Permissions
To create or edit ticket report templates you need an in-house user with the user permission 'Templates'. Read more in Permissions.
Advanced ticket report templates are available for Pro and Enterprise plans. Read more in Pricing and Subscription.
Types of Pages
Tickets Page
The "TICKETS" page is a special one. There, you can define the representation of all the tickets. The tickets page cannot be renamed or deleted, but you can move it to change the order within the other pages.
Custom Page
You can add as many custom pages to your reports as needed. You can either create a blank page and fill it with dynamic content or upload a static PDF page.
The most common example for a custom page is a cover page before the tickets page or a appendix page after the tickets page. That's why those are already there as default pages. You can rename, move or delete them or add new custom pages as needed.
Navigate to Pages
To navigate to a page to view, create or edit its content as described in Customise & Format your Pages below:
- Click on the tab that shows the page name e.g. TICKETS
Add a Custom Page
Add a blank custom page to create your own content in the Template Builder as described below in Customise & Format your Pages.
To add a blank page:
- Click the + icon
- Click Add blank page
- This will add a new untitled page at the end:
Add a Custom PDF Page
You can upload a single or multiple page PDF file. The maximum file size is 5MB. It is possible to add multiple custom PDF pages. The content cannot be changed once uploaded.
To upload a PDF file from your computer as a new page:
- Click the + icon
- Click Upload pdf file
- Click My computer and select the PDF in your file browser.
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OR use Drag & Drop for the PDF.
- Click Upload
- This will add a new PDF page at the end.
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Optional: Click Show preview to view it.
Rename a Page
The page names will not be displayed in the report. Names only help you to manage your pages in the Template Builder.
To rename a page:
- Click on the page tab
- Double-click on the name
- Click on the input field
- Enter the new name
- Click outside the input field to confirm.
Delete a Page
To delete a page:
- Click on the page tab
- Click the delete icon
- Click Delete to confirm
Deleted pages cannot be restored.
As long as you haven't saved the template, you can still discard any changes, e.g. should you have accidentally deleted a page.
Change the Order of Pages
To change the order of pages as they appear in the Template Builder tabs and in the generated reports:
- Click Rearrange pages
- Use drag and drop on the order icon
Page Settings
All pages (except custom PDF pages) have a setting to include or exclude the header and footer.
The tickets page includes the header and footer by default, while other pages do not.
To change that:
- Click on the page
- Select or clear the Include header and footer checkbox.
Customise & Format your Pages
The Template Builder offers extensive customisation and formatting options.
They are described in detail in the following articles:
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