Report Templates

Library -> Report Templates

In AppVerse, users can create customized report templates tailored to their specific needs. With report templates, users can design their own reports, preview them with test data, and associate them with forms to generate reports dynamically.

Example

Lets us take the case of a company that wants to create an employee performance report. They can design a report template with fields like:

• Employee Name: {{employee_name}}

• Department: {{department}}

• Performance Score: {{performance_score}}

After creating the template, they can preview it with test employee data to make sure it’s properly formatted. Once the template is finalized, it can be added to an employee form, where the report is dynamically generated for each employee when the report is clicked from the employee record.

Key Features

• Customizable Design: Users can build and customize report templates using HTML code, thereby having complete control over the structure and layout of the report.

• Dynamic Data with Handlebars: For dynamic content, users can incorporate Handlebars expressions. This allows for easy integration of data placeholders that will be replaced with actual data when the report is generated.

• Preview with Test Data: Before finalizing a report, users can preview how it will look with sample or test data. This ensures that the layout and data rendering are correct.

• Associate to Forms: Once the report template is created and tested, it can be associated with the relevant form.

Create Report Templates

To create the report template

1

Title and Description

Give every template a name and description to easily identify them.

2

Template (HTML)

Users can write custom HTML code for the report layout, using placeholders for dynamic data.

3

Use Handlebars for Dynamic Expressions

Handlebars expressions are used within the HTML template to insert dynamic data, such as user inputs, system-generated values, or any other data available from the AppVerse platform.

Example: {{user_name}} could be a dynamic expression that will be replaced with the actual user name when the report is generated.

4

Preview

Before using the template in a form, users can preview it using test data to ensure the formatting and dynamic expressions display correctly.

Report Template Configuration

Associating a Report Template with a form

Once the report template is finalized, it can be attached to a form, where it will be dynamically populated based on the form data or other relevant information.

Kindly refer to Report Template under Form Settings for more information on associating a template with a Form.

Viewing the Report

Reports can be viewed for each individual record directly from the Data Management Page.

Kindly refer to Data under Forms for more information on viewing and accessing record-wise reports.