Can I create my own report template?

There are a range of reports available to generate in ArtiQuote. All report templates are fully customisable. You can also create a report template to include only the fields that you desire.

It is easier to work from a copy of an existing template by editing it if possible

To create a report template

1. Select ' Pricing' and choose 'ArtiQuote'

2. Select the 'Reports' tab

3. Click 'Create Report Template'

4. The available items will be displayed on the left of the window - you will need to choose the items one at a time and click 'Add' to select them. If you have added an item by accident, remove it by choosing it from the 'Selected Items' and clicking 'Remove' [The order of components within the selected item box directly correlates to the structure of the template]

5. Once all desired items have been selected, click 'File' and select 'Save' - You can then click 'Close'

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