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Report Templates

Prerequisites

To add custom templates, write access to the directory where the templates are stored on the server hosting Squash is needed. This is the directory defined by the spring.config.location configuration parameter.

Managing custom templates

The Report templates anchor allows to manage custom templates for editable reports. These templates can then be selected during report creation from the Reporting workspace.

This applies to the following reports:

  • Requirement Editable Report;
  • Test Case Editable Report;
  • Campaign Report;
  • Iteration Report.

Each block corresponds to a report and contains a list of templates currently available.
From each block, it is possible to:

  • add a template Add;
  • delete a template Delete;
  • download a template Download.

Info

Templates must be in .docx format.
When a template used in the Reporting workspace is going to be deleted, the administrator is warned. But if the template is nevertheless deleted, the default template will be used when a report will be generated.
When an existing template is added, the administrator is warned that it will be overwritten by the new template. This makes it possible to manage modifications to templates without losing the link with reports in the Reporting workspace.

Template customization

Warning

It is strongly recommended to test customized templates on a validation environment before using them in Squash production application.
The content of customized templates is the responsibility of users and does not fall within the scope of Squash Support if there is an error when generating or opening the report.

Template customization can be used to:

  • create reports with the logo or graphic charter of the company;
  • change the order of report sections;
  • modify the content of report sections.

Altering the order or content of report sections may lead to errors when the report is generated or opened.

To minimize the risk of error, it is recommended to follow the steps below to make a custom template available:

  1. Download the default report template;
  2. Modify the template;
  3. Add the custom template from this page;
  4. Check the integrity of the custom template by going to the Reporting workspace, then generate a report with this template and open it.

Focus

It is recommanded to name templates in a clear, precise and unambiguous way, so that the user knows which template it is. On report creation page, the user is presented with a list of all the templates in the instance, identified by the name of the corresponding file.

Upgrading Squash

During a version upgrade, changes may be made to the default templates. This may affect customized templates and lead to errors when generating reports with these templates.

To anticipate such changes, it is recommended to:

  • consult the release notes of the reports concerned each time a new version of Squash is released;
  • download the default Squash template in the new version;
  • report modifications to custom templates.