Introduction

Report templates in MX serve two (2) distinct purposes:

• They can be used to define a professional proposal document that can be sent to customers (available as a PDF or XLS output).
• They can be used to download quote information for mass update purposes (available as an XLS output).

The output can be defined as either PDF or as XLS.

Prerequisites

To configure report templates, the tool ‘JasperSoft Studio’ is required and can be downloaded here: https://community.jaspersoft.com/project/jaspersoft-studio.

Proposal Templates

 As the administrator defines the fields and data attributes to be printed on the output document, all fields from the Quote header, line items, pricing information, partners, and sales area information are available.

Quote Templates – PDF.

Quote Templates – XLS. 

Assign Report Templates

Report templates are user role based enabling the administrator to provide role-specific templates based on the user’s needs. The following figure depicts how to assign report templates (proposal and excel template) to a user role:

For more information on roles, refer to section  ‘Role Management’.

In addition to assigning templates to a role, each user can define and set his or her default proposal and excel report template under user preferences as per the following figure:

When generating output, the system will default the user preferred template: