Create Report Templates
About this task
To design a custom template for a report:
Procedure
- Open the Apps view and beside the published app whose records you want to export, select More > Templates.
- Select New Template
- Enter a name for the template.
-
Select the form where the app fields you want to include in the report appear.
You cannot include app fields from multiple forms.
- Move the app fields you want to include in the report template from App Fields to Include in PDF.
- Turn on Don't show empty fields in PDF if you want to hide fields that don't contain any data.
- Select Create.
Results
Templates appear in the Templates sub view of the Apps view.
Tip: Once you create your first custom report template, the default SOTI Snap template that includes all app fields is no longer available. You may want to create a custom template that includes all app fields.