Report Templates save a Report's structure and section summaries so you don't have to rebuild the same Report from scratch every time. Use a Template when you run the same type of Report often and want it to look consistent every time.
This feature is available on select plans.
On the web
Creating a Report Template
Note: Admins and Managers can create Report Templates.
Log in to CompanyCam > Templates > Reports, then click + Create Report Template.
Build out your Template. Everything you set here becomes the starting point for every Report you create from it, so you're setting defaults once instead of rebuilding the same Report on every Project.
Report Template Title: how you'll find the Template later. Name it for the job type or use case, like a roof inspection or a weekly progress update, so it's easy to spot in your list.
Template Description: a quick signal of what's in the Template or when to use it, so your team grabs the right one.
Sections: the structure of the Report. Each Section holds a Section Title and a Section Summary that pre-fill every time, so your crew isn't retyping the same headers and notes on every Project.
Cover Page Settings: what shows on the Report's cover, so every Report opens with the same branded first page.
Report Settings: the Report's defaults, like page layout and photo details, set once so the formatting's locked in before anyone adds a photo.
Note: Photos can't be saved in Report Templates.
Using a Report Template
Note: All User roles can use existing Report Templates.
Open the Project you want to build a Report for, then click the Documents Tab.
Click on the Reports Tab and then click + Create Report.
Click Use Existing Template.
Choose the Template you want to use, and it'll be added to your Project.
In the app
Using a Report Template
Note: All Users can use existing Report Templates on the mobile app. Templates can only be created on the web app.
Open the Project you want to build a Report for and tap the Documents Section. Tap the + Icon, choose Report, then select the Template you want to start from.
FAQs
Do I need to create a Report before saving it as a Template?
Do I need to create a Report before saving it as a Template?
You don't need to create a Report first. You can build a Report Template from scratch in the Template Manager.
What content is saved when I save a Report as a Template?
What content is saved when I save a Report as a Template?
A Report Template saves the Report's structure and Section Summaries. Other content, like Photos, isn't saved.
💡 Need more help?
Contact our support team — we're here Monday through Friday.
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