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Manage report templates


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 9.0 All support articles InLoox options 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 PM Options from the list.
  2. A new window will open. Select Reports >> Templates on the left side of the window. An overview of the report templates will be shown. 

InLoox options report templates

 

(1) Create a new report template

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

  

(2) 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.

 

(3) 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.

 

(4) Delete report templates

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

 

(5) 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. 

 

(6) 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. 

 

(7) 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.