1. Go to Template Library and choose reports or dashboards you would like to see on your data
- HansaWorld Invoices report templates
- HansaWorld CRM report templates
- HansaWorld Financials report templates
- Item statistics report dashboard – Press here to download definition
- Person statistics dashboard preview – Press here to download definition
- Trends and forecasts dashboard
- Team competitions dashboard
- Unpaid Invoices dashboard
- HansaWorld Job costing report templates with project budget monitoring
2. To Export / Import Single Report Template
- Open report – by clicking on report name in Dashboards or in Analyze tab list.
- Open Export Report Definition Window at the right corner of window (..) and Copy Content in Clipboard.
- Go to Analyze tab and choose Import definition button.
- Paste content of Clipboard in this window and press ok. Report will be created automatically with all the measures.
3. To Export / Import Whole Dashboard Template
- Open Template Dashboard and select Export definition option the right corner of the Dashboard.
- Select New Dashboard option and then select Import definition on the he right corner of Dashboard. Press ok.
- Dashboard will be created automatically with all the reports and measures.
1. Navigate to Template Dashboard from links above and decide if you would like to import whole dashboard or only one report.
See our manuals to setup these reports
2. Open Export Definition Window at the right corner of Dashboard or Report overview window (..) and Copy Content in Clipboard
Report importing: Go to Analyze tab and choose Import definition button. Paste content of Clipboard in Import window and press ok. Report will be created automatically with all the measures.