Creating a Template File

Most of the custom reports you create will be modeled after one of the existing "standard" reports in BigTime. You just create a copy of that standard report, edit it, and then publish it back to BigTime. Creating that initial report template file is easy.

1. Choose the report you'd like to modify from the Reports List page (Reports... All Reports).
2. Fill in the Sorting/Grouping options so that your template file will contain sample data that you can use when you are making edits to the report format.
3. Select the Custom Report (MDB) format option at the bottom of the page. That's what will let the system know you need a template file and not the report itself.
4. Click PRINT to process your request.

Once the report template file is ready, BigTime will send it to your browser and you can save it to your computer!