Template Groups

Reports > Template Groups

Template Groups allow TITAN Portal users to create groupings of reports that can be run/generated at the same time rather than running each report individually.

Note: Template Groups run in PDF format regardless of template format.

Template Groups Screen

1. Search - search by name

2. Reset - click to reset search parameters

3. Add New Template Group - click to create a new template group
   

1. Name - enter a name for the template group

2. Public - select if this template group is to be accessible for all district users

3. Cancel - click to return to the previous screen without saving changes

4. Save - click to create the template group and be redirected to the individual template screen

4. Name - click to sort by name

5. Number of Reports - notice the count of reports included in the group

6. Public - click to sort by public status

7. Pencil - click to be redirected to the individual template screen

8. Refresh - click to generate the template group

9. < > - click to scroll through pages

Individual Template Group Screen

1. Name - update name if needed

2. Public - update public status if needed

3. Name - notice the template name

4. Report - notice the report name

5. Number of Copies - enter the number of copies to be included of the template (default: 1)

6. Order - drag and drop to change the sort order of the templates

7. Trash Can - click to remove template from group

8. (+) New Template - click to add each desired Report Template to the Template Group
   

1. Name - search by template name

2. All Reports - filter by report type

3. Reset - click to reset filters

4. (+) - click to add the template to the template group

5. < > - click to scroll through pages

9. Delete - click to delete the template group

10. Run - click to run the template group

11. Close - click to close the template group and return to the template groups screen

12. Save - click to save the template group