Ermeo's Custom Report Templates

Ermeo allows you to create custom report templates featuring your company's branding. You can customize how intervention information is displayed in a Word document.

1. What is a Custom Report Template?

Each intervention is performed based on a form. At the end of each intervention, a report is automatically generated by Ermeo. This report is edited using a standard Ermeo template.

You can choose to edit this report in your preferred format by importing a custom report template.

A custom report template is a Word or Excel file that includes tags representing each element of your form. This file defines how your report will be formatted.

2. How to Create, Import, and Use a Custom Report Template in Word

Context: Create a form and then a custom report template incorporating the elements of the form.

1. Go to the Documents section and click on the document for which you want to create a report template.
2. Click on "Custom Reports" and then "Download Configuration File."

1. pen the configuration file and scroll down to see the various tags composing your form.
2. Open your blank Word or Excel file.
3. Copy and paste the response tags from the configuration file into your Word document. Arrange them as you like. You can also copy and paste the question tags.

For instance, our form has three elements. We will copy and paste the tags for each element:

5.1 Copy and paste the tag for the Number element from the configuration file into your Word document.

5.2 Copy and paste the tag for the Text element from the configuration file into your Word document.

5.3 Copy and paste the tag for the Date element from the configuration file into your Word document.