Configuring report templates is a fantastic way to streamline report creation. Templates can be used to create custom report layouts tailored to the type of data being collected and presented. Templates are useful for all users, from system administrators to field technicians.
Step 1: Accessing Report Templates.
Access Aliquot: Log into Aliquot with a user that has access to Report Templates
Reports: Navigate to the "Reports" section.
Select Report Setup: Click on the
Report Setup option.
Report Template Interface:
The Report Template Interface displays a list of all report templates and can be filtered using the hierarchy on the left side of the screen. The interface can be used to manage templates in many ways like:
Viewing existing templates.
Creating new templates.
Cloning a template for convenient creation.
Editing template layouts.
Deleting or deactivating templates if needed.
Step 2: Creating a Report Template 
Open Template Creation Menu: Click the "Create Report Template" button to open the template creation interface.
Template Details: Configure the details of your new report template.
Enter a name for the new Report Template.
Template Type: Choose which type of report the new template will apply to using the dropdown.
Activate Template: Flipping the "Activate Template" switch determines whether the template will be visible for use when creating a report.
Lock Template: Locks the report template.
Add a disclaimer to appear at the top of the report when this template is used.
Report Layout: Edit the layout of the report template.
Report Sections: Add and remove sections to change the layout of the report.
Template Layout: Displays the order in which sections will appear in a report when created with the template being made. Sections can be moved up and down or given labels.
Save Report Template: Click the "Save Report Template" button to save your progress.
Best Practice: Cloning Report Templates
Cloning templates is a great way to speed up template setup. Using an existing template can allow for easier configuration of the report layout.
Using a template that has a similar structure to the new report template being created can make configuration faster.
Clicking the "Clone Template" button in the report template list will create a full copy of the selected item. (Name, Type, Disclaimer, Layout, etc.)
Choosing the "Edit" option on the newly cloned template lets the user change any setting in said template.
Summary: Where to go from here.
Once report templates are created and active, using it in a report is as simple as choosing the right one in the report template dropdown when creating a report.
To learn more about report configuration, please see our article on "Configuring Components and Tests".