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How to manage report templates


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 10.0 All support articles | InLoox 10 for Outlook Reports How to manage report templates

Content

1. Note on report security in version 10.2

2. Manage report templates

3. Create a new report template

4. Edit report templates

5. Design report templates

6. Delete report templates

7. Export report templates

8. Import report templates

9. Download report templates

 

1. Note on report security in version 10.2

Starting with version 10.2, script execution in the background is disabled by default. If you want to continue using older InLoox report templates or work with scripts in your own report templates, then you will have to activate the script execution in the background manually in the InLoox options. We do not recommend activation but would like to point out that deactivating the scipt execution in the background can pose a compatibility risk.

Important   Script execution is always disabled in InLoox Web App and InLoox now!.

Scripts allow you to perform automated calculations of certain report elements at certain events. However, script execution can also pose a security risk. In many older report templates there is still program code that is executed when the report is opened or executed, e.g. to calculate values for certain fields such as the sum of all tasks.

InLoox standard reports and newly created reports no longer have any program code. You can now use expressions for calculations instead. Expressions make it possible to create data fields that contain a formula – just like in Excel.  For example, you can simply use the expression SUM(Field1) to specify that this field should be totaled for the entire report group.

You can also convert older report templates with data bindings to expressions. This allows you to keep the script execution in the background deactivated, while still being able to use existing report templates.

2. Manage report templates

Attention   To administrate report templates you should be InLoox admin or you will need the permission “Create and edit report templates”. For more information on user permissions see also “Set user permissions”. 

Generally, report templates can be managed in the InLoox options:

  1. Open Outlook and click on Home in the upper left corner. Select InLoox Options from the list.
  2. A new window will open. Select General >> Report Templates on the left side of the window. An overview of the report templates will be shown. 

InLoox Options - Report Templates - Activate Script_infographic

 

3. Create a new report template

1. To create a new report template, open the InLoox options and click on General >> Report Templates

2. Click on New and another window is going to open. 

Create a new report template

3. In this window you can define all important aspects of the new report:

4. Afterwards click on OK to close the window and to save your settings. 

5. Now the report designer is going to open. There you can design the new template individually. For more information on how to use the report designer, see InLoox Report Designer. When you have finished, click on Apply in the InLoox options, to save your changes.

 

4. Edit report templates

If you want to change the general settings of a template (like name or visibility), select the template in the overview and click on Edit. A new window is going to open. There you can edit all important settings: 

When you have finished, click on OK and the window is going to close. Back to the InLoox options click on Apply to save your changes. 

 

5. Design report templates

To change the content of an already existing report template, select the template in the overview and click on Design. The InLoox report designer is going to open. For more information on how to use the report designer, see InLoox Report Designer. When you have finished, click on Apply in the InLoox options, to save your changes.

 

6. Delete report templates

To delete a report template, select the template in the overview and click on Delete

 

7. Export report templates

To save a report template on your computer, select the template in the overview and click on Export. Afterwards, you can choose the storage location and then click on Save. When you have finished, click on Apply in the InLoox options, to save your changes. 

 

8. Import report templates

To import a report templates which is saved on your computer, click on Import and select the template from your computer. Afterwards, click on Open. When you have finished, click on Apply in the InLoox options, to save your changes. 

 

9. Download report templates

On the InLoox website you can download several standard report templates:

  1. Click on Download in the InLoox options and the InLoox website is going to open.
  2. There click on Templates and select the English version of the report templates.
  3. A zip-file will be downloaded and saved on your computer in the download folder.
  4. Open this folder by using the windows explorer and double-click on the zip-file to open it. Copy the templates and save them to another place on your computer.
  5. Return to the InLoox options >> Reports >> Templates and click on Import.
  6. Select one of the saved templates from your computer and click on Save.
  7. Proceed like this for all other templates.
  8. When you have finished, click on Apply in the InLoox options, to save your changes.