Manage Project Report Templates

Overview

You can manage the project report templates that you and others have created – also see Create & Edit Project Report Templates. Specifically, you can view/edit, download, duplicate and delete project reports.

Access & Permissions

How to access Project Report Templates

1. Click Templates
2. Click Project Reports
   

   

View and Edit Field Mappings

To open a template in the PDF viewer (where you can also change the field mappings – see Create & Edit Dynamic Fields in Project Report Templates):

1. Click on the project report template
   

   

Filter

Filters work in the same way as described in Filter Tickets.

The following filter criteria are available for the project report template table:

• Added by default:

  • Creator
  • Created on

• Not added by default:

  • ID
  • Template name
  • Updated at
  • Assigned projects
  • Assigned projects count

Edit Template Settings

To edit settings of the template:

1. Open the More menu next to the template
2. Click Edit
   

   

3. Change the settings as described in Create a Project Report Template.

Download

To download the PDF file of a project report template:

1. Open the More menu next to the template
2. Click Download PDF
   

   

Duplicate

To duplicate a project report template:

1. Open the More menu next to the template
2. Click Duplicate
   

   

Delete

To delete a project report template:

1. Open the More menu next to the template
2. Click Delete
   

   

3. Click Confirm