1.
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Go to Template Library and choose reports or dashboards you would like to see on your data
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- 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 dashboard
- Team competitions dashboard
- Unpaid Invoices dashboard
- HansaWorld Job Costing report Templates with project budget monitoring
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| borderColor | #888888 |
|---|---|
| bgColor | transparent |
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2. To Export / Import Single Report Template
- Open report
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- – by
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- clicking on report name in Dashboards or in Analyze tab list.
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- Open Export Report Definition Window at the right corner of window (..) and Copy Content in Clipboard.
- Go to Analyze tab and choose Import definition button.
- Paste content of
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- Clipboard in this window and press ok. Report will be created automatically with all the measures.
3. To Export / Import Whole Dashboard Template
- Open Template Dashboard and select Export definition option the right corner of the 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
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- Open Export Definition Window at the right corner of Dashboard or Report overview window (..) and Copy Content in Clipboard
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.
- the reports and measures.