The report templates page can be found as a sub-page of the reports page in the left navigation menu.

The reports page is an on-demand feature that can be requested to be enabled for ongoing projects.

New projects that are created based on a template project where this feature is enabled do not have this feature enabled.

On the report templates page document and topic templates that are available to the project can be managed.

Access required: Administrator

This is what the report templates page can look something like this:

This article contains information about the following topics

The report templates page actions can be found by clicking on the action menu on the top right of the report templates page.

This is what the report templates page actions can look like:

Use the new topic template action to create a new topic template

Use the new document template action to create a new document template

Write in the search bar to filter the reports template table by the names of the reports.

Text searc - search=test

As soon as a report template is created it will show up as a row in the report templates table.

This is what the report templates table can look like:

Click here to read more about how to work with tables in Catenda.

Report row

While it is possible to click on a row to select it and highlight it in green there are no actions that can be performed by selecting a row.

The row will be selected when the row action menu in the right column is selected.

Based on the configured column order the first columns are displayed while the table might have to be scrolled sideways to show other enabled columns.

The default order and visibility setting of the columns on the report templates page is as follows:

Name - Default

The name of the report template

Created by - Default

The creator of the report template

Created - Default

The time and date of when the topic template was created

Type - Default

The type of report template, either Documents or Topics.

Action menu - Default

Click on the action menu in the action menu column to open the row action menu.

This is what the report template row action menu can look like:

Edit

Use the edit action to edit the selected report template.

Download

Use the download action to download the selected report template with the .mrt file format that can be imported again in any other project.

Delete

Use the delete action to delete the selected report template.