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How To: Customize Document Report in GINESYS Desktop

Owned by Staff KB Contributer (Unlicensed)
Last updated: Aug 25, 2017
2 min read

This article describes how to customize the Document Report in the Report Template according to the company's requirements. To make the changes please follow the given path: 

GINESYS Desktop > Admin > Utilities > Document Settings > Report Template.

Step-by-step guide

Changes to be made in the TemplateChanges reflected in the Document Report

                                                                        Fig. 1

                                            Fig. 2

        

The process involves the following steps:

  1. Provide the desired title in the Report Title field as shown in the area marked as 1 in Fig. 1. It will be displayed in the Document Report (Fig. 2) also marked as 1.

  2. If you want to display any other information along with the title, then put a ‘#’ beside the title and write the information as shown in the area marked as 2 in Fig 1. It will be displayed in the Document Report (Fig. 2) in the area also marked as 2.

  3. Provide Header information in the space provided (marked as 3) in Fig 1. This is a text field. Any information present here will be displayed in the Document Report in the area marked as 3 in Fig. 2.

  4. Like the Header information section, the Footer information section (marked as 4 in Fig.1) too is a text field. This section is generally used to display information like the 'Terms and Conditions' as seen in the area marked as 4 in Fig 2.

  5. In case you want to make other changes in the Document Report, contact GINESYS Helpdesk.