How do I edit a Report Template?

Standardized Reports provide a scalable process to analyze your clients against your established standards.

• Navigate to the Report Template Library:

  • From the main dashboard, go to the Setup menu and select Reports.
  • This section houses all available report templates used for client engagements and assessments.

• Select the Report Template to Edit:

  • Scroll through the list or use the search bar to locate the specific report template you want to modify.
  • Click on the template name to open it for a preview.
  • Click the Edit icon located at the top right to enter the edit mode.
  • Once in edit mode, you can adjust various elements of the report template:
    • Template Title: Update the title if necessary to reflect any changes in focus or client needs.
    • Sections and Layout: Reorder, remove, or create Sections and Widgets
    • The Gap Analysis statements are located in the Score Details widget.
      • Details are organized by Category, Sub-category and Statements.
      • Statements and Recommendations: Edit the statements that form the basis of the report, and adjust the recommendations tied to each statement. These recommendations link directly to Project Templates.
        • There are 2 types of Statements: Ranking and Characteristic. Choose the appropriate one by selecting the Check Box or Radio Button.
          • Ranking: Statements are in order from most preferred to least. The top statement will score 100 and the bottom 0.  Each Statement in between will be an equal increasing value. (Round, Radio buttons are Ranked)
          • Characteristic: These are a collection of Statements for a specific topic.  The value is equal for each one. (Characteristics are Check boxes)
      • Internal Notes: These are for internal team members and are only visible when the Note icon is clicked. Use internal notes to provide your team with guidance on how to present certain sections, key points to address during a meeting, or specific actions to take based on the report's findings.
      • External Notes: These are notes that will be visible to the client within the final report. Use external notes to explain specific sections of the report, clarify recommendations, or provide additional context for clients who may not have deep technical knowledge. External notes will appear when you hover over the associate Statement in a Report.
    • Content Widgets: Add or modify Content Widgets to display infographics, structured discussions, or read external information.

      Modify the Template Content:

• Save the Changes:

  • Once you have made all the necessary adjustments, click Save to update the template.
  • The updated report template will now be used for future assessments and reports, but any reports already generated with this template will not be affected.  These changes can be pulled into existing Reports by Updating the Report via the Actions button.