Strategy Overview

This article provides an overview of how the "Apply Part Settings to All Drafts" and "Apply Part Settings to Current Report" buttons function within a template

These buttons can be found by user in Settings - Templates -List:

Also user can find the same options using "Cog" button at the top of the report:

The system will implement the following changes:

List of parts: For instance, if you add a new section like "Client Interview," it will be incorporated into all drafts. Similarly, if any parts are removed, the system will reflect those changes across all open reports. ​

Default open part: You can set which section appears first when a report is opened. For example, if you prefer the "Executive Summary" to be the default tab instead of "Assessment," the system will adjust this for all open reports. ​

Build, Presentation, Display checkboxes: These settings allow you to control which elements appear in different modes of a report. For example, if you want to exclude the "Network Map" from the print version but keep it in the internal build, you can simply uncheck the "Display" option while leaving it available for the team. ​

Order of parts: The system enables you to rearrange sections. For instance, if you move the "Dashboard" to the end of the report, this order will be updated consistently across all open reports. ​

Parts label: You can rename sections as needed. For example, if "Assets" is now called "Configurations," this label change will be applied to all open reports. ​

Part icon: The system allows for customization of icons. If you decide to update the icons associated with various parts, these changes will be reflected throughout.

- List of parts: For instance, if you add a new section like "Client Interview," it will be incorporated into all drafts. Similarly, if any parts are removed, the system will reflect those changes across all open reports. ​
- Default open part: You can set which section appears first when a report is opened. For example, if you prefer the "Executive Summary" to be the default tab instead of "Assessment," the system will adjust this for all open reports. ​
- Build, Presentation, Display checkboxes: These settings allow you to control which elements appear in different modes of a report. For example, if you want to exclude the "Network Map" from the print version but keep it in the internal build, you can simply uncheck the "Display" option while leaving it available for the team. ​
- Order of parts: The system enables you to rearrange sections. For instance, if you move the "Dashboard" to the end of the report, this order will be updated consistently across all open reports. ​
- Parts label: You can rename sections as needed. For example, if "Assets" is now called "Configurations," this label change will be applied to all open reports. ​
- Part icon: The system allows for customization of icons. If you decide to update the icons associated with various parts, these changes will be reflected throughout.