Reports, templates
Collection provides instructions how to add reports / templates, setup report's parts and manage reports data
20 articles
Roadmap part
Enable / disable recurring budget
"Clear Item" Option in Assessment
Create embed part
Hidden Grades and Groups
Recurring items in Assessment
Delete parts from draft report
How to make changes in Completed report
Report parts settings
Add page numbers to PDF report
What "Presentation / Display settings" mean
Change print settings for report
Meet new Cover Page Report Part
How to create multiple reports in one action
The reports are not pulling in any assets
Configurations classes
Setup columns for Contacts part
Merge Office with Contacts
How to Use "Append from template / Reset from template" Feature on Strategy Report Text PartsThe feature allows you to refresh and standardize your Strategy report text parts by pulling content from your template structure.
How to Set Up Related Items in Assessment PartFeature allows you to connect assessment items with Flexible Item groups, providing additional context and data to support your assessments.