Versions Compared

Version Old Version 7 New Version Current
Changes made by

Documentation Reviewer

Kimberly Onnen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Connect provides you with the report tools to assist with analyzing the data that is being collected.

Table of Contents
Child pages (Children Display)

...

Report Template Settings

Use the Report Template Settings section to designate templates to use when exporting reports.

  1. In Connect, choose the SettingsImage Removed icon from the menu bar to open the Connect Settings window.

  2. Select the Report Settings tab. 

    ExpandImage Removed

  3. In the Report Template Settings section, you can select an XLSX template file and/or a DOCX template file.
    • XLSX - Allows a user to upload a formatted Excel template for use in any report that can be exported to Microsoft Excel (excluding the Inspection Report).
    • DOCX - Allows a user to upload a formatted Word doc template (for example, a custom header and footer) for use in reports that can be exported to Microsoft Word (Pass/Fail Reports).
  4. To clear either of the template fields, choose the Clear Image Removed icon.
  5. To add a template, choose the appropriate AddImage Removed Add icon and navigate to the template location. Select the file and choose Open.
  6. To export the report with the header row frozen, mark the Freeze header row after export check box checkbox.
  7. Choose OK to save the Report Template Settings.

...