Report Templates
Report Templates controls templates used in reporting outputs such as sales summaries, formatted exports, or printable reports.
What the feature does
- Standardizes report output
- Helps make reports easier to print and share
- Lets you tailor report layout for management or accounting review
Screen: Report Templates
Purpose
Browse the report templates available for reporting outputs and open one for editing.
Screen: Create / Edit Report Template
Purpose
Create or update a report template so exported or generated reports use the required structure and content.
Related settings
Troubleshooting
Report content is incomplete
Verify the template includes the required fields and that the report type matches the template you edited.