How to Create a Template Report

How to Create a Template Report

Once you add report templates to your ecosystem, you can use them to generate automated reports with visualizations, headers, and text you add and customize yourself. You can create as many report templates as you want, and use them to share any data collected across your Data Captures.

If you haven't already, start by adding at least one Report Template to your Ecosystem before continuing further.
Currently, Template Reports are auto-populated with data from your most recent Data Capture. We are working on updates to allow you to select which data will feed into your templates, either from a specific Data Capture, a group of them, or from across your entire Ecosystem. Check back for more info soon!

How to Create a Template Report:

  1. Navigate to the "Reports" section at the Ecosystem Level by clicking "Report" on the left navigation menu.
  2. Click the name of a Report Template you created previously.
  3. View the Report digitally or click "Save as PDF" to download a copy or print it out.
Note: Template Reports auto-populate with new data in real-time. If you want to update a report with newly captured data, simply re-visit and re-download it.

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