This guide will show you how to manage an academic report template.
Editing or removing a template will not update any templates used in a generated report.
Summary of parts
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Detailed steps
1. Select academic reports then, select templates.
View
Detailed steps
2. Search for the template.
3. Select view.
The template will display with sample data.
4. Optionally select a different reporting period.
Edit
Detailed steps
2. Search for the template.
3. Select edit.
The template will be displayed with a preview panel on the right of the screen.
4. Edit the template details where needed.
In the template details section.
5. Select save changes.
6. Select save.
Optionally select to increment the version number.
7. Select OK.
8. Edit the content blocks where needed.
In the templates blocks section.
Section content will vary for each section type.
9. Select save changes.
10. Select save.
Optionally select to increment the version number.
11. Select OK.
Duplicate
Detailed steps
2. Search for the template.
3. Select duplicate.
The template name will be the same as the original with (copy) added to the end.
4. Edit any template details as needed.
In the template details section.
5. Select save changes.
6. Select save.
Optionally select to increment the version number.
7. Select OK.
8. Edit the content blocks where needed.
In the templates blocks section.
Section content will vary for each section type.
9. Select save changes.
10. Select save.
Optionally select to increment the version number.
11. Select OK.
Remove
Detailed steps
2. Search for the template.
3. Select remove.
4. Select yes.
5. Select OK.
Restore
Detailed steps