Template Panels

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Template Panels allow Report/Memo configurations to be saved to Templates that can be easily selected, edited, and deleted.  They are covered in the following topics.

 

 

PushPin

Think of Templates as starting points ...

Templates load the Communications Wizard screen with saved settings, saving you lots of Report formatting time.  Once a Template is loaded, feel free to experiment by adding/removing Report Modules, modifying text, etc., and then clicking the Preview Button to preview the Report.  If you want to save what you've come up with, click the Add Button to save it to a new Template name, or the Save Settings Button to save it to the current Template name.

 

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