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How to setup the custom report text

How to setup the custom report text

 

User Document: Report Text Templates

For System Administrator only.

 

 Instructions

  1. Go to the System Setup \ General \ Report Text Templates

  2. Utilise the filter with type as 'null' to display all existing custom text templates, which helps prevent the creation of duplicates.

  3. Click on +New Report Text button to create new or select any existing entry to modify it.

  4. Select the document type, position, sequence

  5. Click on Save & Close button when finish.

  6. Repeat steps 3, 4, and 5 for any additional custom text as necessary.