Reports

12 minutes

In this session, I explain how you can download report templates, add them to Yesplan and then generate documents from them.

Table of Contents

• Overview
• Definition
• General versus Event Templates
• Reports versus Dataviews
• Report Replacements
• Demonstration
  • Download Template
  • Report Finder
  • Upload Template
  • Actions on Template
  • Parameters
  • Generate Document
  • Actions on Documents
  • Event Reports
• Remarks and Tips
• Exercise
• Overview

Summary

• Contents:
  • Introduction
  • Definition
  • 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.