Build the report template (the diary PDF)
The Report template defines what the diary PDF looks like: which blocks it is made of, in what order, and its header/appearance. The PDF is generated from the closed diary using this template, and that is what the recipients receive.
Before you start
Section titled “Before you start”- Permission: the report-template right — report:template:manage.
- Where to find it: the Report template tab in the management area.
- Open the Report template tab.
- Add blocks to the body. The most common: Heading · Text block · Events · KPI row · Handover · Computed datapoint — plus Orders, Maintenance, Headcount, page break, divider.
- Order the blocks — this becomes the PDF order.
- Set the header and appearance (logo, colour, safety marker) — the template’s visual frame.
- Watch the PDF preview: it shows instantly how the finished PDF will look.
If it worked
Section titled “If it worked”From the closed diaries the PDF is generated with the template you set: the chosen blocks, in the given order, with the configured header. This is the PDF shown for archived diaries and to the recipients.
Common problems
Section titled “Common problems”| What you see | Why | What to do |
|---|---|---|
| No “Report template” tab | You do not have the report:template:manage permission. |
Ask your admin. |
| A block shows up empty in the PDF | The block references content that this diary has no data for. | Normal; remove the block if unneeded, or leave it — it does not fill with no data. |
| The site’s PDF shows the company base | The site has no override of its own. | On the template tab switch to the site level and set it there. |
Related
Section titled “Related”PDF report appearance and recipientsWho receives the PDF built with the template.
View closed diaries and the PDFWhere the templated PDF appears.