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Template Type

Simple

Advanced

Ready to Use

  • Copy and update using your custom view.

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Custom Templates

Simple, operational reports.

These are simple reports using your custom view with a table of jobs and applications. Some have additional summary charts. Simply copy and add your custom fields and filters.

Custom Templates are built on your custom view and are available in your Templates folder and on your Templates dashboard.

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EXEC Templates

Key metric summaries.

These are more complex reports with a focus on your key metrics and representing them in chart format. Copy and point the calculated fields to your actual fields, or ask for help from Acendre to update the template.

EXEC Templates are built on your custom view and are available in your Templates folder and on your Templates dashboard.

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Use or Adapt

  • Use as is for all system data

  • Copy to inspect configuration to replicate in your own custom build

  • Copy and link data to custom view (advanced reporting)

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System Templates

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Wide-ranging standard system data.

There are system reports across a wide range of system data, from jobs currently open to user permissions. These are built on system views and contain no custom fields.

Use as a report, as a template for your own version or to inspect its configuration to build your own on your custom view.

System Templates are available for Corporate Report Writers in the System Templates folder and on the System Templates dashboard.

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Demo Templates

  • Copy simple templates to replicate config.

  • Try EXEC+ templates before requesting relevant copies to be imported onto your custom view.

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Simple Exec Templates

Simple metric summaries.

These show you the basic components needed to build these common reports. In order to provide simple, centralised examples they are built on system views and should be replicated on your custom view. They allow you to copy and explore their simple configuration in order to build your own versions.

Simple Exec are available for Corporate Report Writers in the SMART/EXEC+ Templates subfolder and on the SMART/EXEC+ Templates dashboard.

EXEC+ Templates

Advanced metric analysis.

These are designed to give comprehensive insights into your data, and thus require careful design and customisation. They need to be imported onto your custom view 1.0 and are often built at a summary level so that they can look at trends and percentages of volume over time, not just at the job and application level. They can be used as is or might provide insipiration for your own designs.

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