👨‍💼 Admin Guide: Creating Report Types

As an administrator, you create Report Types that users can use to generate reports. A Report Type includes a name, description, template file, and sample file.

Prerequisites

• Admin role in the system
• Report Template file (Excel, Word, or PDF) - defines report structure and format
• Report Sample file (Excel, Word, or PDF) - example of completed report

💡 Read Key Concepts first to understand templates vs samples

Creating a Report Type

Step 1: Access Report Types Page

1. Log in to Auto-Report System
2. Navigate to Settings → Report Types

You'll see the list of existing report types:

Step 2: Create New Report Type

Click the "+ Add" button in the top-right corner.

Step 3: Fill in Details

Report Type Name (required)

• Use a clear, descriptive name
• Examples: "Monthly Financial Summary", "Project Progress Report", "Weekly Sales Analysis"

Description

• Explain what the report is for
• Mention required data
• Example: "Monthly financial summary for department managers. Requires expense data and budget allocations."

Step 4: Upload Template File

The template defines report structure and format.

1. Drag and drop your template file into the "report template" upload area, or click to browse
2. Supported formats: Excel (.xlsx, .xls), Word (.docx, .doc), PDF (.pdf)
3. Template should include: report structure, headers/footers, formatting, placeholders for data
4. Verify the filename appears after upload (e.g., bc04.docx)

Step 5: Upload Sample File

The sample shows an example of a completed report.

1. Drag and drop your sample file into the "report sample" upload area, or click to browse
2. Supported formats: Same as template
3. Sample should include: completed report from previous period, real example data, filled sections
4. Verify the filename appears after upload

Step 6: Save

1. Review: name is clear, description is helpful, both files uploaded
2. Click "Save changes"
3. Wait for processing (Uploading → Processing → Completed)
4. Your report type will appear in the list with "COMPLETED" status

Need help? See Key Concepts or User Guide | Back to User Guide Home