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.
Open the Report you want to create a Template from. Click Reports in the left-side panel, or open the Reports tab inside a Project.
Click Manage in the upper-right corner of the Report, then click Save as Template.
Add a Template Name and Template Description.
Click Save to create the Template.
Using a Report Template
Note: All User roles can use existing Report Templates. Only Admins and Managers can create new ones.
Open the Project you want to build a Report for, then click the Reports tab or open Reports in the left side panel.
Click Create Report.
Select Use Existing Template.
Click the Template you want, and it's 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?
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