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Aproplan - How to Create and Save a Report Template - Web version

Johana Azevedo Vargas avatar
Written by Johana Azevedo Vargas
Updated over 2 weeks ago

PAID FEATURE

An Enterprise license is required

Aproplan allows you to adapt your reports according to the different needs of each project, by customising report templates.

Prerequisites

To create and save a report template, you must:

  • Access your account via the web application

  • Have created at least one point in your project

Steps to Create and Save a Report Template

1. Start by accessing your project and then click on the Points section in the navigation menu on the left side of the Aproplan interface:

2. Select the points you wish to generate a report for (A). Click on the printer icon to generate the report (B):

Note: If you click on the printer icon while not having selected any points manually, a report will automatically be created for all points in the list.

3. After clicking on the printer button, the "Generate report" window opens. Below is an overview of the parameters:

A) Report title field

B) Choose between "All points" report and "Selected points" report

C) Choose the language of the report

D) Option to generate one report per user in charge

E) Click on the plus "+" button to create a new report template

4. After clicking on the plus "+" button, please click on the following link and proceed to step 6 of our FAQ article, which will guide you further through the configuration and saving of your report template: How to Generate a Report - Web version

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

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