Customizing the Group Report template

You can customize the Group Report by creating a template with different report settings and a cover page logo.

 

To create your own Group Report template

  1. Select Create a New Template from the Template drop-down menu.

  2. Type a name for your template in the Template Name text box.

  3. If desired, enter a short description of your template into the Template Description text box.

  4. Select a Norm Region from the Norm Region drop-down menu.

    What norm region should I choose?

  5. Select a Norm Type from the Norm Type drop-down menu.

    What norm type is best?

  6. To add a report title (such as your company name), type the title in the Report Title text box.

  7. To insert your company logo onto the cover page:

  8. Select the report options to include in your template. Click On to display an option, or Off to not display an option.


Click the hotspots to learn more!

 

  1. Select whether or not to create a .zip file containing the bar graphs in the report. Click Yes to create the file, or No to not create the file.

  2. Click Save Changes when you have finished your modifications.

    Your new template name now displays as an option in the Template drop-down menu, where it can be reused with other reports.

  3. Click Next to proceed to the Review Your Order page.