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.
Navigate to Template Dashboards from the link in the right sidebar when you are ready.
Open Export Report Definition Window at the right corner of window (..) and Copy Content in Clipboard
Paste content of Clipboard in Import Temp window and press ok. Report will be created automatically with all measures.
Report importing - Go to Analyze tab and choose Import definition button.
Congratulations - you saved a lot of time here by not trying to invent the bicycle..