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.

Document templates are used for document generation (doc gen) to merge data from various reports into a single file, such as a PDF, quote, or contract.

Design custom layouts for dashboards using a (DOCX) Word document.

Use report templates to control the visual output of data tables.

HTML templates are used to create interactive web pages rather than sent as emails. They are often used to provide a single view of multiple reports (e.g., an account summary).

Document Templates

Dashboard Templates

Report Templates

HTML & Email Templates

Dashboards

Templates

Version

Record Handlers

Source Reports

Child Reports

Additional Features

Reports

Overview

Getting Started

Add Custom Report

Add Salesforce Report

Add Solution

Solutions Calendar

Simple Burst

Burst with Multiple Filters

Document Merge Direct Link

Multi-Item Document Merge Solution

Marketing Email

Examples

Solutions

Agents

Email Settings

User Permissions

Web Tab Setup

Configuration

Subscription