Create a report template
Overview: report template
Report templates in Template Center let you define a standard report format once and reuse it across projects, which is used when you need consistent quality, commissioning, or checklist reporting.
Templates must be imported into a project before use. Updates to a company template do not change reports already generated from an earlier import.
- Your role must be company Admin or Manager.
- You can find the menu at Template Center - Report Template - Add new report.
- This creates a company-level template available for import into projects.
How to create a report template
- Open Template Center from the home screen.
- Select Report Template.
- Click Add new report.
- Add the sections, placeholders, and formatting you need.
- Save the template.
Results: report templates
- Templates created in Template Center are available for import in all company projects
- Users with project permissions can import and use templates
- Company-level edits require company Admin or Manager
Troubleshooting: report templates
Problem | Cause | Solution |
|---|---|---|
Cannot see Template Center | Company role does not allow access | Ask a company Admin to grant Template Center access |
Template not showing in a project | Template not imported yet | Open project settings and import the report template |
Template changes not visible in a project | Project still uses an older imported copy | Re-import the updated template into the project |
Updated on: 07/26/2026
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