Report template

Overview

• General
• Create template
• Create template in Word
• Create template in Excel
• Upload template
• Manage template
• Placeholder

General

In docu tools you can create customised report templates. It is our vision to give each customer the ability to create its templates as free as possible to suit their requirements. These templates can be created in Word or Excel and subsequently be uploaded to docu tools. In generating a Report so-called ‘Placeholders’ are filled with the data from docu tools.

Tip: To make it easier for yourself, download the Report templates provided by docu tools, customize them to your requirements and then upload them again to docu tools.

Information: Only .docx and.xlsx formats can be accepted for uploading templates.

Create template

The easiest way to create a new, personalized template is to download one of the templates provided by us, and to customize it to your requirements. Here you can get a brief impression of our template structures. You can find all available templates in this section for downloading. 

Create template in Word

The title page can be freely created (logo, images, graphics etc.). After the title page you can add multiple pages of static text, which can separate pages with dynamic with a page break if required.

The Pin data and the Task data is ordered in a ‘table’. This creates a better overview as well as helps with the ‘page breaks’.

Tip: If you want after every Pin a page break, add in an example {{page break}}.

Media are currently displaye with the ‘Placeholder {{Pin-media}}’. We will in the future offer here further options, e.g. for image size.

Create templates in Excel

For creating Excel-templates the same basic principle as that for Word templates counts. However, a separate list of placeholders exists.

You can create in Excel preexisting ‘Formulas’ or ‘Diagrams’, which in the final report will then be filled in with docu tools data

Our Excel export template always contains all currently available placeholders. In the Appendix you can find an overview of all ‘Placeholders’ that can be used as basis for individual templates.

Upload template

• To upload a project template, click on the settings button and click in the menu bar on ‘Report templates’.

• After you clicked on ‘Report templates’. You can see a list of all available report templates. Click on ‘Create template’.

• Enter a ‘Title’ for the template and select the file (Word or Excel) that you want to upload as template.
• Select the language you like the report to be in.
• Click on ‘Create’. A test report with your template will be displayed.
• Click on ‘Close’. To use the template in a report you need to allocate it to either all or individual projects.

Manage templates

Report templates can be made available to either all, or to selected projects.

• Click on the settings and open the menu ‘Report templates’.

• Here you can find an overview of the available templates. If you want a template available to all projects, select next to the template ‘all projects’.

• If you want a template only available to specific projects, click on ‘Manage template’.
• Here you can allocate individual templates to each project.
• Click on ‘+’ and select the desired template.

Click on ‘Save’. You can immediately generate a report for the project.

Download templates & delete

You can always ‘download’ and ‘delete’ templates.

• Mark the desired template and select in Options the relevant action (download or delete).

Placeholder

For the creation of a ‘Word or Excel template’ in docu tools you can select from a list of Placeholders, which the software will automatically fill. A placeholder is always clearly separated by two curved brackets {{}}.  

• {{Pin-category}} –> equates the placeholder of the Pin-category
• {{Pin-category}} –> Small defect

You can also definite the format oft he placeholder. This is displayed in the completed report.

• {{Pin-category}} –>  Small Defect

There are different categories of placeholders:

• Project based -> {{project-name}} {{project-logo}}
• Report based –> {{author}} {{pagebreak}}
• Pin-based -> {{Pin-number}} {{Pin-title}}
• Task-based -> {{task-title}} {{task-status}}

Tip: For Tasks and Pin placeholders there is a peculiarity. Because Pins and Tasks regularly recur in a report must the respective report in which these placeholders occur be restricted. This restricted area will then always be filled with the data from a Pin or a Task, and replicated as often as Pins and Tasks occur in a report.

A report always begins with {{Pins}} or {{tasks}} and will also be closed with {{/Pins}} oorder {{tasks}}. All elements which are contained between those two placeholders will be as often repeatedly displayed as there are Pins or Tasks.

• Example: