After you have completed creating your Template, you can upload your template into Unifier.
To upload your template into Unifier:
Note: Invoices is used as an example.
- Sign in to Unifier as a Company Administrator and go to the Company Workspace tab, ensure that you are in Administration mode > Configuration > Custom Reports.
- Open your Invoices Custom Report.
- In the Report File tab (consisting of Add, Modify, Remove, and Download options)
- Click Add to open the template window.
- Enter information in the following fields: Template Name, Template Type, and Report Layout File.
- To localize the Custom Report output for different languages, you can provide XLIFF files for RTF-type templates here.
- The Template Name field accepts spaces and other characters.
- Click Browse to select the template file for uploading.
- Click OK to confirm the upload.
- Click Browse and upload the RTF file.
- Click OK to close the window.
- Publish your report by selecting your report from the log and selecting Status > Published from the toolbar.
Your report is added to list and Users can access the report from Projects, if they have the appropriate permissions.