Resolve - Creating a Report Design

Your report design is the base design for how you would like reports (any document created in the item) to look.

Your report design is up to your individual preferences, if you need assistance in creating this, please reach out to our support team at help@redmansolutions.com

To create your report design, head to Site Settings > Report Design

Select +New Report Design and give it a name.

The design is up to individual preferences but as a loose guide, here is a basic design:

3. In the below example, you will see a red box around the words that will be displayed in the report/preview.

To have the content from the relevant fields display on your report, you will need to use merge tags. Merge tags will replace the content that is entered into the fields to the appropriate place in your template. 

Here is an example of a merge tag:

[ALTERNATIVE_ACTIONS] 

In our example, we have named this field “Recommendation”

To add this merge tag to our template, we use the merge tags drop-down in the editor and search for the field name 

Then I can apply the merge tag to the template by clicking on it. 

The below example to the left is where the Field Labels formulate (in the Other Details Tab of an item).

See the examples above and below showing where the content was added in the item and how it is displayed when previewed or generated. 

Now that you have a template, you can either manually select it from the item files tab or set it to automatically apply to new items being created. See the following articles for steps on how to do this.