How to duplicate heavy equipment utilization report template?

Roles: Administrator & Employee | Interface: Web

You can duplicate the system template for the heavy equipment utilization report and customize it to meet your specific needs.

To duplicate an system template, go to Reports → Templates, select the system template, and click Duplicate.

In the first section, "Enter Details," update the required fields, including template name, file format (Excel, PDF, or both), and a description. Then click "Next".
- Please note :
  - You can select both Excel and PDF formats for the report.
  - PDF reports are limited to a maximum of 10 columns.
  - Duplicate values are not allowed in the "Report Template Name" field. You’ll get an error if that name already exists in the system.

In the next tab "Select filters"--> date range filters, select the duration (Last or next number of days (+current day), Last or current or next full month, Fixed date range)
For this example, a Last or next number of days (+current day) range is selected, enter the Last or next and Number of days, and then click "Next."
In the next tab, "Select columns", Select the columns to include in the report and click "Next."
- Please note:
  - PDF reports are limited to a maximum of 10 columns.
  - For Excel reports, you can select any number of columns.
  - Adjust the column order or add/remove columns as needed.

In the next tab, "Select grouping"--> Grouping, - Choose the data to include, set the grouping sequence (e.g. Group information by, then by), and specify the order (ascending or descending) and click "Next".
In the next tab, "Schedule & share", You can schedule the report generation, choose email recipients, and include any message for them. Click on Complete.

The report template has been created and can now be viewed in the template list.

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If you want to know more about heavy equipment utilization report and services report templates, please check: What are heavy equipment utilization report and services report templates?

If you want to know more about editing report template (user template) for heavy equipment utilization report, please check: How to edit report template (user template) for heavy equipment utilization report?