1.Go to Template Library and choose reports you would like to see on your data
- HansaWorld Invoices report Templates
- HansaWorld CRM report Templates
- HansaWorld Financials report Templates
- Item statistics Report Dashboard - Press here to download definition
- Person Statistics Dashboard Preview - Press here to download definition
- Trends and Forecasts
- Team competitions
- Unpaid Invoices
- HansaWorld Job Costing report Templates with project budget monitoring
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- Open Template Dashboard and select Export definition option the right corner of Dashboard
- Select New Dashboard option and then select Import definition on the he right corner of Dashboard. Press ok.
- Dashboard will be created automatically with all reports and measures.
Navigate to Template Dashboards from the link in the right sidebar when you are ready. 1. Navigate to Template Dashboard and decide if you want to import whole dashboard or only one report
- Open
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- Export Definition Window at the right corner of Dashboard or Report overview window (..) and Copy Content in Clipboard
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Paste content of Clipboard in Import Temp window and press ok. Report will be created automatically with all measures.
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Congratulations - you saved a lot of time here by not trying to invent the bicycle..
Report importing : Go to Analyze tab and choose Import definition button. Paste content of Clipboard in Import window and press ok. Report will be created automatically with all measures.