A report template defines the fields to be filled in when creating a report. This article summarizes the specifications for creating and configuring templates.
Overview
Creating and editing templates requires Template Management or Administrator privileges.
Templates can be organized into folders. Creating, editing, and deleting folders is also done from Template Management.
Specifications
Field Types
Add a field using "Add Field" and then select its type. There are 21 types to choose from.
Text, Number & Time
- Single line text
- Multi-line Text
- Number
- Time
- Time range
Selection
- Dropdown
- Radio Button
- Checkbox
File
- Attachment
Number Aggregation
- Number List
- Auto-calculated…Calculates addition, averages, or totals from the values of other fields
- KPI
Effort & Work Log
- Effort entry
- Effort + value entries…Records which parts were created, how many, and how many hours were spent
- Effort + multi-line text
Hourly log…Records data at fixed time intervals.
- Hourly log + number
- Hourly log + text
- Hourly KPI
Time log…Saves entries together with the recorded time.
- Time log + number
- Time log + text
- Time log + number + text
Various Limits
- Fields…Up to 50. The current count is displayed as "(n/50)" on the edit screen
- Field description text…Up to 1,000 characters
- External links…Up to 10 per field. URLs must be within 1,000 characters, and Display Names must be within the equivalent of 50 double-byte or 100 single-byte characters
- Visibility Condition rules…Up to 5 per field
- Edit History…Up to 5 entries are retained
Archive and Delete
- Templates that are being used in reports cannot be deleted. If a template is no longer needed, please archive it
- Archived templates cannot be selected when creating a report. Restoring them later will make them selectable again
- Templates in Draft status also cannot be selected when creating a report
Settings Available Per Field
- Required…For Checkbox fields, you can require "at least one," "all," or "specified ones"
- Number constraints…Minimum value, maximum value, and maximum number of digits
- Visibility Condition…Toggles the display or hiding of a field based on the input in other fields. Multiple conditions can be set using AND / OR. Up to 5 rules per field
- Help text…Allows you to add a description to an input field
- External links…Can be configured per field. You can attach links such as a Manual on how to fill in reports. Up to 10 links can be set per field
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Option source…Options for "Dropdown" fields, as well as categories for effort, hourly log, and time log fields, can be displayed from Reference data registered in the admin panel.
For more details, please refer to "Tell me about Reference data"
Submission frequency
Choose from daily, weekly, monthly, Custom, or irregular.
The frequency is used to calculate submission rates.
Regardless of the frequency, the same person can submit any number of reports on the same day using the same template.
Field to distinguish reports in the list
To distinguish between reports using the same template on the same day, you can select one field whose value will be displayed in the My Reports and Team Reports lists.
- The initial setting is "Not set." When not set, no distinguishing value is displayed in the list
- The field types available for selection are: Single line text, Dropdown, and Radio Button
- The selected field becomes required
- If the selected field is deleted or changed to an ineligible type, the setting reverts to "Not set"
- Templates that had a number, date, or time field selected before 2026/10/15 will revert to "Not set"
Other Settings
- Available Units…You can restrict which organizations can use a template
- Default Template…You can specify which template is selected first when creating a report
- Edit History…You can review the change history of a template and restore it to a previous state. Up to 5 entries are retained, and once exceeded, older entries are deleted. Please take note if there is a version you want to keep
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Template Creation Assistant…You can create a template from images (up to 5) or screenshots of existing forms.
If you specify that you want to distinguish reports from the same day, such as "I want to distinguish by visit destination," the "Field to distinguish reports in the list" will also be configured
How to Use
Change the folder of a template
https://teachme.jp/8/manuals/49954893
Set which organizations can use a template
https://teachme.jp/8/manuals/49954858
Check the edit history of a template
https://teachme.jp/8/manuals/49954853
Create a report template
https://teachme.jp/8/manuals/49954804
Edit, delete, and archive a report template
https://teachme.jp/8/manuals/49954814
Create, edit, and delete template folders
https://teachme.jp/8/manuals/49954874
Create a template with the Template Creation Assistant
https://teachme.jp/8/manuals/49954830
Use reference data for template options
https://teachme.jp/8/manuals/51537160
Set a default template
https://teachme.jp/8/manuals/49954861