Report Templates
From here, the Tenant Superuser can manage templates in the form of PDF reports printed for an Event Participant (Diploma, Attendance Certificate) or for a License, or make any change on the report (e.g. replacing the signature of the Technical Director or General Secretary)
In particular, this module allows them to replace foreground and background images, and assign templates to Event Types and License Types.
To access this module, click on the Report Templates menu item from the menu on the left side of your screen.
This action transfers you to Report Templates module where you can see list of all existing report templates, edit any of them, or add a new template.
This list presents you with the information on template's:
ID: autogenerated value
Name
Report Template Type
Source File
Notes
Active
All of those fields are explained in detail in the following sections.
Add a new template
To add a new template:
click on the Add button at the top right of your screen
this action opens a new window where you are required to input the information on your template
enter the folowing information:
Name: name of the template
Report Template Type: select a type of the template from the drop-down
Source File: The source file defines the position of variable components on the screen. Enter the name of the source file without extension, you should only enter source files that already exist on any other of your report templates.
Notes: optionally, add notes related to this template
Active toggle button: set the template to be Active or Inactive
Save your changes by clicking on the Save button
Edit an existing template
To edit an existing template:
select a template from the list of available templates by clicking on the row containing it’s information
this action opens a new window where you are presented with all of the available information on your template
information is divided into 2 sections: Details and Documents
Details section enables you to change all the data fields available when adding the new template
Documents: in this section, you can add foreground and a background for your template, respectively. You can add a new file simply by clicking on the 📄 Add button.
you can also preview or modify the foreground/background file by clicking on the 👁️ eye icon button
You can assign a template to any number of Event Types or License Types. So, when you change a background, you only need to do it once, and it will apply to all Event Types and License Types to which this template is assigned.