In this session, I explain how you can download report templates, add them to Yesplan and then generate documents from them.
- General versus event reports
- Reports versus dataviews
- Demonstration; download template, upload it to Yesplan, actions on templates, parameters, generate document, actions on documents
- Remarks and tips
- Goal: After this session, you will be able to create reports in Yesplan from templates.
- Intended for: All new users of Yesplan. We recommend to follow the trainings about events first.