21.5.2 Build the Template

Users & Operators can build customized report template based on EXCEL functions and key words and upload in WebAccess Excel report function to automatically generated daily/weekly/monthly or the specific date report.

1.          Open the Microsoft office EXCEL

2.          Rename Sheet 1 to “template”. WebAccess’s Excel Report function identifies the name ”template” as the sheet to be the report template.

21.5.2.1 Build the Template

3.          Key in the key words about Time / Tag / Project/Node information. Save the file and the file name will be the name of Template in the WebAccess

4.          Upload the template in the system：New Template

21.5.2.2 Upload template

• Upload Template：Upload the pre-built template.

• Description：The description of the template

• Upload Preview：Upload the preview picture. The picture will show up when users create the new report and click the icon to preview the template.

• Submit：Submit and upload the template.

5.          Template list：List all templates. The template list includes four default templates and the new uploaded templates. The template list based on the upload date.

21.5.2.3 Template List

6.          Update the template：Click Update in the Template list and change the template information.

21.5.2.5 Update Template