Dynamic templates allow you to build report templates with personalised column layouts. The Dynamic Templates menu provide options for creating and organising these templates.
The Dynamic Templates that you create within Calxa can be managed through: Reports > Builder > Template Manager > Dynamic templates
The initial folder is Dynamic Templates you can rename that group if you wish
Click on the Cog
Select Rename Group
Insert your cursor in the box and overtype the name
Confirm by clicking RENAME
Create a new Template Group
Click CREATE GROUP
Give the Group a Name
Add the Position of Before or After
Choose the existing group to order around
+ ADD GROUP
To reorder the Groups
Click on the Cog for any of the Groups
Select Reorder groups
Drag the Groups using the up/down arrows to the correct place
SAVE NEW ORDER
Add a Template
Click CREATE TEMPLATE and work through the fields
Report Type - Choose the from the drop down list
Template Name - Give the Template a name
Report Title - This will be displayed in the Report
Description - Insert a Description or any notes you wish to add
Template Group - Set the Template Group from the drop down
Click CREATE TEMPLATE
To move the Templates between Groups
Click the overflow menu (...) on the template
Choose Edit Properties
Select the Template Group from the drop down
Confirm by clicking SAVE PROPERTIES
Import a Dynamic Report Template
Click the overflow menu at the top right of the screen
Choose Import
In the dialogue box Search for the file to import
Choose the File and click Open
For the Template Group click the dropdown to choose an existing group, or Create a new template group
