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Prerequisite

This guide assumes that you have already have a designed report template that you wish to upload. If not, read this guide to design report templates.

        

Step by step guide

  1. Click 'Create' on the menu bar. Select the 'Report' tab, choose 'Report Type' and press 'Create'



  2. Name the new report type, select the template type and click on the 'Add' icon. Follow the steps to upload the file.



  3. Select the 'Reports' tab in order to see your new report.

 

Next steps. learn how to generate a report.

 

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