Create, edit, customise or view my report templates?
We have a range of standard quick-start templates available for you to use (over 30+ templates), plus you can also customise and create your own report templates as required.
To access the templates area:
Select 'Report Templates' from the left hand side menu and then click 'Manage Reports' from the dropdown menu.
Use the Actions icons on the right hand side to:
Disable a template (cross icon) - click this icon if you do not plan to use the template and do not want to see it when you schedule an appointment. This keeps your templates list tidy.
Duplicate a template (overlaid paper icon) - click this icon to copy an existing template and create your own customised version.
Preview a template (magnify icon) - click this icon to get a basic overview of the report template contents/questions, including dropdown options.
Print a template (print icon) - click this icon if you want to create a 'blank' report for a property, using this template, that can then be printed.
Please note: whilst a template is being edited, it will be in DRAFT format and cannot be used when scheduling an appointment. The icon highlighted below (shown to the right hand side of the template) will indicate a template is DRAFT, plus it will be shown at the top of the screen when editing a template. Once a template has been edited, please check the 'Save & Complete' button.
If you're looking into creating your own Templates whether from a copy or our globally accessible designs or start from scratch our MasterClass is the perfect watch for you:
Alongside our webinar we have created a detailed step by step Guide with Screenshots which you can download here.
Adding Property Data Fields to Templates
Depending on the type of question you are adding to a template, it's possible to select and pull in some preset property information into your template. For example, if you select a Date question, you can either create a specific question or choose to pull in the following date fields from each property record: electrical safety test, EPC date, tenancy start date and next rent review. These fields can be edited in the property record, in the Structure, Compliance or Tenancies sections.
There are lots of question types that can be added to a template as shown below:
If you would like assistance with building a custom template please contact support@touchrightsoftware.com
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