📝 What is report template customization?
It’s all about choosing the format and layout you want your report to appear in when you download it! You can export it in your preferred format and adapt it to your needs. A real time-saver every day ⏱️
😁 And the best part? You can do this yourself on Kraaft, directly from your computer. Easy, right?
👀 How to find your Kraaft reports?
➡️ In the “Reports” tab of the left menu, click on the report type with the template you want to modify:
Here’s the page that will display ⬇️
Fields: These represent the types of information you want to appear in your report.
Tags (with #): Each field has a tag you can copy-paste → just click on it!
Preview: To get a view of how your report will look on your phone 📲
✍️ Default Report Templates:
Each report created on Kraaft automatically generates a default report template. Here's a preview of what it looks like:
⚙️ How to customize the report template you want to use?
Open the report template
Here’s a preview of the selected Word template for our example:
Copy and paste the tags into the report template
Simply copy and paste the tags for the fields you want to appear in your report wherever you want! Like this ⬇️
Don’t forget to save your template on your computer 🖥️
Then, upload your document directly to Kraaft!
→ Now that everything is ready, you can add your customized template by clicking “Add a template”! This could be a Word or Excel document :)
Test the final result directly by following these steps:
And voilà, your final report is downloaded with your custom template ✅
💡 Tip: Reuse Kraaft’s default Word template and personalize it!
You don’t have to start from scratch! 😎 If you want to save time and start with a solid base, you can take Kraaft’s default Word template and adapt it to your needs. For example, add specific information for your company, such as:
Your address 🏠
Your contact number 📞
Other useful details that help you better personalize your report
It’s simple: open the default Word template, modify it by adding your details, and then reuse it as a base for customizing your reports 📝
This method allows you to keep a consistent report format while adding personal touches that will make the difference!
🔎 Want to go further?
If you want to dive deeper into customizing your Kraaft reports or discover other handy tips, here are some articles that might interest you:
✳️ Excel Report Templates
🎨 Report Tags
💬 Using Conversation Tags in a Report
*️⃣ Different Report Fields
If you have any questions or need assistance, feel free to contact us:
📞 +331 84 60 64 68
📧 [email protected]