How to edit the report templates | InLoox PM 8

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You can customize the report templates as you want in the InLoox PM options. InLoox PM 8 provides you with such different templates like schedule, budget overview, plan-actual comparison, cross-projects time sheets, memos, status report, cover letter, billing and offer templates. From the first moment you have the right tool for your project daily routine.

For more information about report types see Report types.

A user requires read access and permission for using report templates to export the project data. For more information on how to assign permissions and the lis of available permissions, see Setup permissions and List of permissions.

  1. Open the dialog box InLoox PM Options.

    For more information, where you can find the InLoox PM options, see Open the InLoox PM options.

  2. Under Reports click Templates. On the right side you will see the Reports area:

  3. Do one or more of the following:
    • Create a new template by clicking New. 
      • In the Report dialog box, in the Name of the report field, type a name.
      • Define also for which project page this report template will be created. Select the corresponding check box in the Show as quickreport in area. Click OK.
    • Change the existing template. Choose one from the list and click Edit. In the Report dialog box make the changes you want as it is described in the first point.

    • Change the template content by clicking Design. In the InLoox PM Report Design dialog box make the changes you want.

      For some information on how to work with the report designer, see Work with the report designer. For the hole information see the included help in the Report Designer dialog box.

    • Remove the existing template from the list by clicking Delete.
    • Save a template in your local documents. Choose one template from the list and click Export.
    • Load e template from your local data, which you have received from other users. Click Import and choose a template in the Open Report Template dialog box, and then click Open.
    • Click Download to download the report templates from our website.
  4. Click OK or Apply to save the changes in InLoox PM.

 Use the filter feature to quickly reach the needed data from each column. For more information, see Search and filter in a project.