User Documentation
Refer to the sections in this guide to learn the features, capabilities, and workflows available to report publishers in the ConnectReport platform.
Report portal
Learn how to use the ConnectReport portal
Report tasks
Learn to create and manage report tasks in the ConnectReport platform
Templates and the template editor
Learn how to create, edit and configure templates in the ConnectReport platform
- Create and edit templates
- Template types in ConnectReport
- Add headers and footers to templates
- Download template output to supported formats
- Modify template page dimensions
- Import and export templates
Template editor navigation
Learn how to navigate the menus of the template editor
- Navigating the template editor
- Navigating the template editor
- Using rulers and guides
- Using live preview
- Working with the data sidebar
Components
Learn about the components available in the ConnectReport template editor
Tools
Text
Fields
Images
Visualizations
Tables
Pages
Filtering
Learn how to filter content in templates and report tasks