Custom report on multiple templates

Custom report on multiple templates

Do you find the standard GeoPal reporting outputs too data heavy? 

Follow these simple steps to make your GeoPal reporting more efficient:

1. From the GeoPal menu select Configuration -> Reports -> Multi Excel Reports

2. On the left side of the page select the job template(s) you would like to build a report template for and then select 'Download'. (you can also choose some additional options like embedding images at this stage if required)

3. GeoPal will download a file containing a data tag for each piece of data recorded by the job template(s) selected. Open this file and remove the columns that you do not wish to appear on your report. Once you are done editing, this file becomes your report template. *Note it is important not to edit the worksheet name.

4. Having saved the report template, return to GeoPal (Configuration -> Reports -> Multi Excel Reports) and on the right of the page upload your report template and give it a name.

5. GeoPal will display a message to confirm a successful upload. At that point your report will be available for download in the custom reports section (Reports -> Custom Reports)

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