Reporting
4 guides
CSV Templates
Dashboard Settings
PDF Template Settings
This article explains how to configure PDF templates in the reporting section. Users can create templates for various entities like invoices or tickets, using specific variables compatible with each type. The guide provides details on modifying template appearance, such as colors, headers, footers, and page orientation. Users can also add attachments or prepend/append files to reports. It highlights using HTML for custom headers and footers, setting cover pages, and including images. The importance of selecting correct report tables and fields for different templates is emphasized.
Reporting General Settings
The General Settings knowledge base article provides detailed guidance on configuring various reporting options in the system. It covers setting dashboards and charts for the home screen, accessing side menu dashboards, and enabling export options for reports in CSV, XLS, and JSON formats. Additional settings include allowing PDF previews in the browser, creating 'My Reports' and 'My Scheduled Reports' sections, and choosing color palettes for report charts. The article also discusses permission settings, report data loading preferences, and the configuration of PDF templates. Key features like forecasting and security settings for reporting access are also addressed.