Admin > Report Template
You can upload a Word-based custom report template into TEAMS so that your branded documents print exactly as you need them. This covers things like offer letters, certificates, invoices and more.
- On the Report Template Screen, select the Report Name in the search field where you want to upload the customised template.
- Once you enter the report name, the system will refresh the screen and show you other customised reports in the grid.
- Click Add to open the upload dialog. Choose your Word (.docx) file from your computer, select the correct campus, set the default if needed, then upload.
- Once the customised template is uploaded, you can start generating reports.
Note - When uploading, you’ll set the campus scope (“All” or specific campus) and optionally mark the template as the campus default.
The template must be in .docx format (Microsoft Word).