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How to Create a Custom Credential Template

Before creating a custom uReport template it is important to understand how the templates work. The templates are designed to use Microsoft Word mailmerge fields to reference desired Wisenet data fields.

Warning: You should only proceed if you have an intermediate level of technical and problem solving skills.

Learn how Regions and Fields work before proceeding further.

NOTE: While these steps are not hard, they do however, require very careful attention to detail.  Therefore, we strongly recommend that you have an intermediate level of technical and problem solving skills.

Required LRM Access: Admin only

Key Design Considerations for the following Credentials templates:

1

Create from a Generic Template OR Create from your own document

It is recommended to download and modify an existing template as it reduces the amount of work and chance of error.

Using your own Template?

Using own template
If you are confident with modifying your own template to become a uReport Template, we recommend to still download a generic template and copy over specific template elements:

  • REQUIRED: Main Region Start tag and Main Region End tag
  • Any additional tables for Units etc
  • Any additional fields

Remember: It is important to understand the specific design considerations and adjust accordingly.


1.1 Use our existing template (Recommended)

Find and Download a generic template specific to your requirements

  • Navigate to LRM > Reports
  • On the Left Navigation Bar, Click on uReports Templates
    • The generic templates are listed grouped by Template Type
  • Find the relevant generic template that you wish to download and click on the Template Name
  • Save the file onto your computer

1.2 Modify the Generic Template

  • Add/Remove any additional Fields or Regions
  • Update the Layout and Format accordingly
    • Includes fonts, spacing, logos etc
    • The are many Tips and Tricks for formatting
  • Once finished Save your document to your computer
How to Edit a Region
How to Add a Field to a Custom uReport Template

1.3 Upload and Test

Now that you have finished designing your template you need to:

  • Upload the Template
  • Test the Template
    • It is vital that after uploading a new version of a template that you test to ensure it is working as expected
    • This needs to be done by generating the uReport Template
How to Upload a Revised Version of your uReport Template
Next Step

Test the new template by Generating a Credential

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