Feature Overview
Lab admins can now create unlimited custom templates for financial reports. Previously, reports were limited to system default views. With this enhancement, admins can design multiple custom reports with preferred columns and specific analyses, then save these as new templates. These custom reports will be accessible to all lab users, ensuring personalized and consistent financial analysis across the team.
How to Use Custom Templates
- Use case 1 : A lab admin or a finance manager might need to track daily collections by each payment mode. With the new custom templates feature, a user with admin access can create a report template that includes preferred columns with column grouping of each payment mode and dates in rows and save it with unique name.
- Use case 2: If a lab wants to view reports in the old MIS report format, they can create a report that has the columns of the old MIS report and save it as a new template with different name.
These templates will be available to all users with access to financial reports, ensuring that everyone in the lab can access and analyze the data in a consistent and detailed format.
Demo Link
https://drive.google.com/file/d/1WOY3TUoHXtmwzvfdDCGH5MVZr5W1ry9f/view?usp=sharing