Dynamic Data Template configuration process

Created by Yogashree MP, Modified on Wed, 5 Feb at 2:24 PM by Yogashree MP

We have the capability to generate reports in the expected format within the application. Currently, standard reports are available under each category, containing extensive data. To streamline and tailor the reports to specific needs, we utilize dynamic template configuration to avoid unnecessary information. 


Follow the below mentioned stes to configure the Dynamic template :


  • Navigate to Setting List >> Staffing Template >> Dynamic data template. 
  • Click on Dynamic data template and choose the required filed report needs to set up from Select template option.
  • Create the Title name as per your convienent and save. Functionality supported for payregister , Employee reports, Invoice reports, Client report ,Contract report & Reimbursement report.
  • Choose the created title name from Template drop-down and Click on the + Symbol to add the required component columns in the report.
  • Once click on the + symbol you will abe to choose the component details under the drop and choose the same and rename if you are required under Enter title name and click on add. In the same way add requred all coumns and save the template.
  • Once set up with dynamic tmplate you can able export the report under  report section.
  • Navigate to Report  >> Choose the selected module reports >> choose the template option in all report section . You will find the drop -down which has been created in master dynamic template and generate the reports.


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