Templates are pre-configured blueprints used to format, merge, and display report data in different formats. Additionally, templates can be used with record handlers to change the structure of the data and display each report record as a distinct document page, block, or cell instead of a standard table row.

Design and manage document and report templates in Unaric Reports for consistent output across your organization.

Dashboards

Templates

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Help_Topics

Version

Record Handlers

Unaric Reports

Reports

Overview

Getting Started

Add Custom Report

Add Salesforce Report

Add Solution

Salesforce Buttons

Solutions API

Solutions Calendar

Items

Simple Burst

Burst with Multiple Filters

Document Merge Direct Link

Multi-Item Document Merge Solution

Marketing Email

Examples

Lists

Salesforce Outbound Message

Solutions

Agents

Source Reports

Child Reports

Additional Templates

Document Templates

Dashboard Templates

Report Templates

HTML & Email Templates

Email Settings

User Permissions

Web Tab Setup

Configuration

Data Sources

Subscription