Create a report template
Overview
How do I create a reusable report template for multiple projects?
Creating a report template in CxPlanner allows you to define a standard format for your reports, which can be reused across all your projects. This saves time and ensures consistency in documentation and deliverables.
When and why to use this
Creating report templates is useful when you want consistent reporting across multiple projects or teams.
- Use when you have recurring report formats for quality control, commissioning progress, or other checklists.
- The template is saved centrally and can be reused in any project.
- Updates to the template do not retroactively change reports already generated in a project.
- Templates must be imported into a project before use.
How to - step by step
- Go to the Template-center from homescreen.
- Select Report Template from the menu.
- Click Add new report.
- Add the necessary sections, placeholders, and formatting.
- Save your template for future use.
Behavior and results
- Templates created in the Template-center are available for import in all projects within the company.
- Users with project-level permissions can import and use templates but cannot modify them at the company level.
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't see the Template-center | You don't have the right permissions | Ask a company Admin to grant access |
Template not showing in project | Not imported yet | Go to project settings and import it |
Template changes not visible | Templates are static per import | Re-import the updated version manually |
Updated on: 08/07/2025
Thank you!