A long-awaited functionality, new in version 21: Report templates, a way to make your Excel reports look good.
First of all, why create a report template?
If you use the dynamic reporting in combination with the task configuration to share your dashboards and reports, you might have noticed that till today the Excel file you're sharing, didn't really "have the looks". A shared Excel by default looks like this:
Let's get started to make your Excel reports look good
How it works
A dynamic report contains columns and each column is automatically defined by iController as a kind of 'column data type'. Let's say we've built the report below:
The preview of this report looks like this:
Each column is automatically defined as a column 'data type':
|Column name||Column data type in 'English'||Column 'data type' in iController|
|Maximum days due||Number||integer|
|Date last procedure step||Date||date|
To define the looks of the Excel, we are going to build and upload an Excel template in which we define the looks per column data type (third column in the table above).
Example 1: basic report template
Report template: template-outstanding-items-list-basic.xlsx
What does this template do:
- Row 1 defines each unique column data type, and how to look. This equals to the headers of your report.
- Row 2 defines the values of the report. Probably, in the report itself, the values contain more than 1 row, so the row 3 and 4 will be pushed downwards automatically.
- Row 3 defines the subtotals, if applicable
- Row 4 defines the totals, if applicable
Please note that you can change the layout of all 4 rows, but they have to stick together. You can, for example, do this:
But you can't do this:
Important: cells A1 until F4 need to stay together and although we don't know in front which column data types the reports contains, the report template needs them all:
For a wide range of examples, please visit this knowledge base article: Report templates - examples
- Go to Settings > Report templates
- Click Add new
- Name your template, upload an Excel template (examples) and choose if you want to show subtotals and/or totals.
- Click Save
How to use
- Create a task configuration
- If you choose Excel 2007 as the File type, another option appears: Excel template
- Choose from the report templates you've created before and click Download preview to see the result.
- If you get an error page, your report template is incorrect. If you have difficulties setting it up, please contact email@example.com