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
2. To Export / Import Report Template
- Open report - Click on Report name in Dashboard or in Analyze tab.
- 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 Clipboard in this window and press ok. Report will be created automatically with all measures.
3. To Export / Import Dashboard Template
- 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.
1. Navigate to Template Dashboard and decide if you want to import whole dashboard or only one report
- Open Export Definition Window at the right corner of Dashboard or Report overview window (..) and Copy Content in Clipboard
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.