Ermeo's Custom Report Templates
Ermeo allows you to create custom report templates featuring your company's branding. You can customize how intervention information is displayed in a Word document.
1. What is a Custom Report Template?
Each intervention is performed based on a form. At the end of each intervention, a report is automatically generated by Ermeo. This report is edited using a standard Ermeo template.
You can choose to edit this report in your preferred format by importing a custom report template.
A custom report template is a Word or Excel file that includes tags representing each element of your form. This file defines how your report will be formatted.
2. How to Create, Import, and Use a Custom Report Template in Word
Context: Create a form and then a custom report template incorporating the elements of the form.
- Go to the Documents section and click on the document for which you want to create a report template.
- Click on "Custom Reports" and then "Download Configuration File."
- pen the configuration file and scroll down to see the various tags composing your form.
- Open your blank Word or Excel file.
- Copy and paste the response tags from the configuration file into your Word document. Arrange them as you like. You can also copy and paste the question tags.
For instance, our form has three elements. We will copy and paste the tags for each element:
5.1 Copy and paste the tag for the Number element from the configuration file into your Word document.
5.2 Copy and paste the tag for the Text element from the configuration file into your Word document.
5.3 Copy and paste the tag for the Date element from the configuration file into your Word document.
You can also copy and paste the tags using the tags in the editing studio.
- Name your file. Go back to the form and click on Custom Reports, then on Import Custom Template.
- Choose your custom report template.
- Conduct an intervention using this form.
- Go to the Reports section and select the relevant intervention.
- Choose your custom report template and export the report.
- Go to the Exports section and download your intervention report in the custom format.
- You can reuse tags by using the tags present in each element in the editing studio.
- Each element has a tag for the question, the response, and the user who provided the data.
- You can define multiple custom report templates for a single form.
- If you choose to send a report via email at the end of the intervention, you can select a custom report template from the list of reports.