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Templates

You can use reports to dynamically fill out fields in templates and forms.

screen.templatereport.pngscreen.templatepreview.pngscreen.templateout.png

Template report with repeating data fills a set of form templates

 

To use a report to fill out a template:

  1. Enter field data in cells on the report. For repeating data:

    • Repeating cells mapped to static template fields make a new instance of the template for each repeat.

    • Repeating cells mapped to limited-repeating template fields make a new instance of the template each time the number of values exceeds the limit. This is often undesirable - ensure that there are appropriate constraints on your data and enough fields to fit it all.

    • Repeating cells mapped to unlimited-repeating template fields never make a new instance of the template. Overflowing data is cut off.

  2. From the Options.png Report Options Template.png Template window, select an existing template or click the Upload Template Browse.png icon and add a new one.

  3. For each template field, select either:

    • A report cell containing text or data. Images, visualizations, and other widgets are not supported.

    • Leave as is - Any bookmark text shows as-is in the output

    • Nothing - The field is blank

  4. Click OK.

To remove a template from a report:

  1. From the Template window, select the blank option from the template list.

  2. Click OK.

Tip
Template reports must be exported in the same file type as the template. You may want to limit the export types to only that type using the Options.png Report Options > General Options window.

Making templates

The process for making templates differs between the three supported types: PDF, Word, and Excel; as do the available features.

Caution
Close the template file before running or saving a report that uses it, or you may get an error.

PDF Templates

PDF templates support static fields and limited-repeating fields. PDFs are convenient for preexisting and standardized forms, such as for government or businesses.

To make a PDF template:

  1. Open a PDF in a PDF editor program, such as Adobe Acrobat or PDFescape.

  2. Add form fields where you will insert report data. For fields where text may span multiple lines, select the multi-line property.

  3. Give each form field a unique name, as follows:

    • For static fields, which appear only once per template instance, use any name, with the exception of the format reserved for repeating fields.

    • For repeating fields, which are mapped to consecutive values in a repeating cell, use the following naming format:

      Name.0, Name.1,...

      Where Name is shared by the repeating fields, and 0 maps to the first value, 1 maps to the next value, and so on.

  4. Save the PDF. Then upload it to the report.

Microsoft Word Templates

Word templates support static fields, limited and unlimited-repeating fields, and conditional suppression.

Tip
Supported file types are .doc, .docx, and .rtf. Report templates exported as "RTF" will save to the original file type.

To make a Word template:

  1. Open a Word file in Microsoft Word or a compatible document editor.

  2. Add text where you will insert report data.

  3. Select the text and add a bookmark.

  4. Give each bookmark a unique name, as follows:

    • For static fields, which appear only once per template instance, use any name, with the exception of the formats reserved for repeating and conditional fields.

    • For limited-repeating fields, which are mapped to consecutive values in a repeating cell, use the following naming format:

      Name_0, Name_1,...

      Where Name is shared by the repeating fields, and 0 maps to the first value, 1 maps to the next value, and so on.

    • For unlimited-repeating fields, which are mapped to all the values in a repeating cell, use the following naming format:

      RepeatForEach_Name

      Where Name is a unique name.

  5. Optional: To conditionally show or hide text:

    1. Select the text and add a bookmark with the following naming format:

      KeepIF_Name

      Where Name is a unique name.

    2. In the report, map this field to a cell with a formula that returns 1 if the text should be shown, and 0 if the text should be hidden.

      Example

      =If ( {Products.ProductName} = "Chai", 1, 0 )

  6. Save the file. Then upload it to the report.

Microsoft Excel Templates

Excel templates work differently than other types. Templates are used to fill Excel columns with report data. This is useful for passing data to Excel charts, pivot tables, and macros.

To make an Excel template:

  1. Open an Excel file in Microsoft Excel or a compatible spreadsheet editor.

  2. The first worksheet is used for dynamic report data. Repeating cells are mapped to columns in the worksheet. For each column where you will add report data, enter a unique name to the topmost cell in the column. All following cells must be empty.

    screen.exceltemplatefile.png

    Formatting an Excel file to be used as a template

  3. Save the file. Then upload it to the report.


Hidden Article Information

Article Author
Exago Development
created 2017-11-15 15:58:23 UTC
updated 2017-11-15 15:58:23 UTC

Labels
excel, pdf, rtf, field, form, document, word,
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