Create Report from Template

How do I create a Report from a Template?

  1. Go to the ‘Reports’ section of ONE PM.
  2. Search for the Template you want to use and click on it.
  3. A new window appears – fill in the necessary information. Depending on the report you are creating the mandatory information will vary.
  4. Click ‘Generate’ – a preview appears.
  5. Click ‘Print’ to download a PDF.

Need Support?

Can't find the answer you're looking for? Don't worry we're here to help!