How to edit report template (user template) for heavy equipment utilization report?

  • Updated

Roles: Administrator & Employee | Interface: Web

Instructions:

  • To edit a user-created template, go to Reports → Templates, select the required template, and click Edit.2024-12-13_13-06-33.jpg
  • 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, duration and enter the Last or current or next full month, 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), 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.

line 2.png

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 duplicating heavy equipment utilization report template, please check: How to duplicate heavy equipment utilization report template?

Related to

Was this article helpful?

0 out of 0 found this helpful