Report Template

Customizing Reports

Customizing the layout for quotations, invoices, purchase orders can be done by editing the default document templates of the corresponding reports and by uploading the edited templates back into the report template module.

In the main menu select General and select Report Templates in the secondary menu

Selecting the item Report Templates shows the existing customized templates. Clicking on the template file will download the template on your computer. You can edit the template by using OpenOffice or opening the files with MS Word, fields can be moved around, you can change  the position or size  of the logo, or you can add some text. By saving the templates under a different template name and uploading them back into the Netforce system you will be able to select multiple templates for the same report.

How To Create Report Template

• A new template can be uploaded by clicking the New Report Template button.

The new report template can be designed by downloading the default templates in the Netforce system. These templates can be downloaded from the templates links as listed in the following page link

Text and images can be added to the report while the {{fields}} will display the variable content in the report and should remain unchanged. The logo on the top right corner of the report can be changed separately by opening the General Setting menu and selecting Organizational Settings. Your own logo can be uploaded and will appear on reports, quotations, invoices etc...

• To upload a new or modified report template enter a new template name
• To Select the correct template format, template type
• select the file to upload from your computer.

How to run the Report Template

• The new template can now be used by selecting the template print option