Templated Reports

Overview The T emplated Reports feature is a powerful new export option that enables Orgs to generate highly customized Microsoft Word documents directly from their Resolver report data. With this feature, users can match corporate...

Overview To use the Templated Reports feature in Resolver, an Administrator must create and upload a report template from Microsoft Word using template placeholders. A template placeholder is a pre-formatted area or field that serves as a tem...

Overview After  creating a report template using Microsoft Word, Administrators must upload the template into their Org to verify the file.  User Account Requirements The user must have Administrator permissions to confi...

Overview Users may encounter some errors when using Templated Reports. Below is a table listing the most common Templated Reports errors with solutions. Related Information/Setup For more information on using Templated Reports, please refe...