Importing a Template

After you have created your template, you can upload it into Unifier.

To upload your template:

Note: Invoices is used as an example.

  1. Sign in as a Company Administrator.
  2. Go to the Company Workspace tab and switch to Admin mode.
  3. In the left Navigator, click Configuration > Custom Reports.
  4. Open your Invoices Custom Report.
  5. In the Report File tab (consisting of Add, Modify, Remove, and Download options)
    1. Click Add to open the template window.
    2. 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.
    3. Click Browse to select the template file for uploading.
    4. Click OK to confirm the upload.
  6. Click Browse and upload the RTF file.
  7. Click OK to close the window.
  8. Publish your report by selecting your report from the log and selecting Status > Published from the toolbar.

Your report is added to the list and Users can access the report from Projects, if they have the appropriate permissions.


Last Published Tuesday, December 12, 2023