It is possible to generate customised reports from your databases directly on the platform. This allows you to create a completely customised deliverable (just like the customised reports for your interventions) in Word or Excel format.
In this example, we're going to create a customised frame that draws a list of customers with their corresponding town.
- Once you have created a custom view linked to the "customers" database, click on the "Custom frames" tab. To access this tab, you must be the creator of the custom view.
The "custom screen" tab gives you two options:
- Download a configuration file (The configuration file contains all the information you need to create your custom screen)
- Import a new custom pattern
- Import the configuration file to use it.
- Please copy and paste the tags from the configuration file and then paste them into your Word or Excel file. You can use the Word document below as a guide.
The tags from the screen above should be replaced with the real codes from your databases and attributes (present in your configuration file). You can also retrieve the tags directly from the platform, as shown in the image below.
- Once you have finalized your Word document, import it into the platform as a customized template. To do this, click on "Import a frame".
Go to the "Resources" tab in the "Customers" customised view, then select the resources you want to include in the customised frame.
Once this has been done, the file will be found on the resource exports page in the "Imports/ Exports" tab of the