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LB Aproplan - How to create and save a report template ? - Web
LB Aproplan - How to create and save a report template ? - Web
Johana Azevedo Vargas avatar
Written by Johana Azevedo Vargas
Updated over a year ago

PAID FEATURE

An Enterprise license is required

LB 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 a LB Aproplan Enterprise licence.

  • Create a Point in your project

Steps to create and save a report template:

  1. Select the Project you‘re working on

  2. Access Points window

3. Select the Points you’d like to generate the report for

4. Click on “Generate report” icon.

Note: If you click on this icon without selecting any point, a report will be generated for all points.

5. Enter the title of your report

6. Select the language of your report

7. Check if you want to generate one report per user in charge


8. Select the report template you’d prefer to use. You can also preview, modify or delete the report template.

9. By clicking on the modify option you can select between the different options of your report template:

  • Modify the sorting options.

  • Modify the layout options.

  • Choose a logo for the report.

For more information about these sections, read this article.

After finalising all your template options, you can save your template by clicking “Save” button.

If you want to overwrite the current report template, select the “Update personal template” option then press the “Save” button.

If you want to create a new report template, select “Create new template”, type the name for the new template, then press “Save”.

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

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