Using Predefined Report Content in Report Templates

Introduction

Predefined report content is a new feature that allows you to add standard content to report templates using placeholders. This feature simplifies the process of adding common content to reports, making your workflow more efficient.

One-time Activity by Admin and Administrator

1. Add Predefined Content: Admins and Administrators can add predefined report content for Management Letters, Qualifications, and Contraventions.
   
2. Add Placeholders: Within report templates, Add Placeholders related to predefined report content.
   

Repetitive Activity by Staff

1. Add and Address Review Points: Staff members with access to the job can add and address review points with predefined content or add content using the Add New function.
   
2. Generate Post Audit Report: Generate post-audit reports with the predefined report content placeholders.

Types of Predefined Report Content

You can simply add the title, content, and placeholders as per your requirements in respective letters. There are three types of predefined report content as given below:

1. Content for Management Letter
   
2. Content for Qualification
   
3. Content for Contravention

Using Predefined Report Content

Step 1: Click on Admin > Report Templates > Predefined Report Content.

Step 2: Click on Add Content for each type (Contravention, Qualification, Management Letter).

Step 3: Add title and description and select content & placeholders from the drop down as required and again hit Save. 

Note: Title and Description are compulsory.

Step 3: You will now receive a confirmation message on the bottom right corner of your screen.

Placeholders in Report Template

Step 1: Select a report template or create a new one from Admin > Report Templates > Report Templates > Create Template. Click on Edit in MS Office to download an editable version.

Step 2: In MS Word, edit existing content and add placeholders for predefined content by clicking on Cloudoffis > Placeholders, and select the placeholders from the dropdown.

Step 3: You can simply select the placeholder from the available list and place your cursor wherever you want to add the placeholder into your report template. Once you have added the Placeholder click on Ctrl + S to save.

Add & Address Review Points:

Step 1: From any fund dashboard click on Fund Summary > Queries & Review Points > Review Point > Address.

Step 2:  Select from Management Letter/Qualification/Contravention and choose Predefined Content titles to add to the review point and hit Address once again.

Step 3: You will now receive a confirmation message at the bottom of your screen.

Note:

1. Added content can be edited based on job facts from this page as well.
   
2. You can also select more than one.

Audit Reports & Letters:

Step 1: Go to Audit Letters and Reports, then click Generate Report.

Step 2: You can perform actions like Download, View, Regenerate, Edit in MS Word, or Delete the report.

Once downloaded, the report will display actual content in place of placeholders.

Note: If no content exists for a review point, the placeholder will be replaced with a blank space.

This guide empowers you to efficiently use predefined report content to enhance your report generation process.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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