The Report Center contains a variety of report templates. However, some reports may not precisely match your desired look and/or content. Therefore, you can copy these reports and customize them to fit your needs. The templates that can be customized will be shown with a blue banner (as shown below).
Template Reports are available in the following report categories:
Note: For new reports using the Order Document Composer, Click Here.
When customizing templates, keep the following in mind:
Report templates are limited to Special Orders and Club Repairs information.
The reports can only be one page.
The information included in a generated report is specific to a single order. In other words, reports can be created to include information for a single order but not across multiple orders.
In this article, we will discuss how to copy and edit report templates.
Copying Report Templates
To copy a report template, follow these directions:
Navigate to Report Center.
Find the report you wish to customize in the Special Orders or Club Repair sections.
Hover your mouse over the template and click "Copy" (as shown below).
You will now be sent to the Order Document Composer where you can customize the report to your linking.
After customzing the report, click "Save," and it will be added to your Report Center in the appropriate category.
Customizing the Report
For complete detail on utiizign the Order Document Composer to customize the report, Click Here.