Feature: Ability to save a visual report as a template

  • combahiapesquisa
    Gefragt am 4. April 2024 um 15:05
    1. Is there a way for me to use a slide from the reports function as a base to all of my other reports? Like, copy its settings like the first slide, the fonts, the colors but use the informations of other forms?

    2. Also, what about the settings in the one report i'm editing. Do i have to reset everything about the graphics, from its colours, the fonts, it sizes every single slide? Or is there a way for me to set it how i want it, the graphics, the logo, the header.. etc.?
  • Rose Jotform Support
    Geantwortet am 4. April 2024 um 17:30

    Hi Bahia,

    Thanks for reaching out to us for help. Unfortunately, it is not possible to save the report as a template and use it for other forms. However, I believe that it is a great feature to add. Rest assured we’re always working to add new services and features to Jotform. 

    I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

    As for the Visual Report's design, you can access the Layout Settings to change the background color and chart palette to apply the changes for all the report slides. Checkout the screencast below:

    Feature: Ability to save a visual report as a template Image 1 Screenshot 20

    However, when it comes to the individual changes you apply in each slide, it does not affect the other slides. So, you would have to apply the changes for each slide.

    Let us know if there’s anything else we can help you with. 

 
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