Report templates determine how your report will look and which information it contains.

Before creating a report template, it is important to understand the difference between a List Points Report Template and a Project Points Report Template. The main difference is where the template is created and where it can be used.

A List Points Report Template is used & configured from within a specific list. Configure this type of template when you want to create reports specifically for that list.

A Project Points Report Template is used & configured from the "Entire project" view. Configure this type of template when you want to generate reports across the project, potentially containing points from multiple lists.

Open the template editor:

Next to "Select template", click the "+" icon to create a new report template (A).

To edit an existing report template, hover over the template name and click the pencil icon (B).

💡 Preview your report: Throughout the configuration process, you can click "Preview" at any time to see how your report will look with the currently selected settings. This makes it easy to review your changes and adjust the configuration before saving the template.

Choose or update your template name.

A. You can determine how points are grouped in the report. Available options include:

B. You can also choose whether points are sorted in ascending or descending order.

Enable "Display list of points" to include a summary of your points.

You can choose which fields you want to display in the summary. Select the checkbox to activate a field, then drag and drop the fields to arrange them in your preferred order. Available columns include:

Note: "Number" and "Subject" are displayed automatically and cannot be disabled.

You can display the subject in the summary to be on one line to save space. You can also choose to display the points:

Further down, you can determine how much detail should be included for individual points.

Available options include:

💡 Did you know? A pin used to position a point on a plan is also considered a drawing.

Enable "Join Excel file" to attach an Excel overview of the points included in your report.

You can also click "Download" to download the Excel file separately.

Important: Pictures, plans and documents attached to points are not included in the Excel file.

You can additionally:

You can personalise your report by adding: Cover page

Upload your own cover page from your computer.

Additional information
Enable the option and enter additional text that should appear in the report.

You can add up to three logos.

For each logo, choose between:

You can also determine where each logo appears:

Enable "Display on each page" if the logo should appear throughout the report.

Once you're happy with the configuration, click the purple "Save" button.

When creating a new template, you will be asked to:

Your new template will then appear in the template overview:

When you are updating an existing template, the application will ask you if you want to overwrite the current template or create a new one:

Encountered a problem? Contact our support here or ask your questions online directly on the app.