Download Report Module

This module can be used to quickly download a report (based on existing reports per installation). This also uses the PDF template set for those specific reports (you can refer to this link regarding Print Templates).


How to publish this module:


  • Login to the admin side of Site Stacker

  • Go to the Site Planner component

  • Under Content Explorer, right-click on the ‘Modules’ folder

  • Add a new item called ‘Download Report’ module

  • Name the module and click ‘Save’

  • Once ‘Saved’ you should be able to see more fields for the module setup

  • Type in a button label

  • Choose the Report View you want this button to pull from

  • Choose the PDF Template you want to use for this report

  • Optional: For cases where you want the data to be limited to the logged-in person, check the checkbox so this only shows data depending on the logged-in person viewing the report

  • Once the module is set, you can then publish this to a page in the Site Plan side. Make sure that you publish this in a ‘wrapper’ of its own.


Please refer to an example of how this can be set below:

 

Modified on Mon, 25 Sep 2023 at 10:20 AM

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