Customize XML templates


 

Administrators can build a custom report page and email notification templates. The custom layout can:

Default XML templates for reports, notifications and assorted web pages can be assigned to individual users and user groups.

  1. Click the Admin tab and then the Settings tab.

  2. Select Customize Layout XML Files from the Systems Settings section.

  3. Select the layout from the Layout Type list at the top of the page.

  4. To assign a specific template to a user, select the user and template from the respective lists in the User’s Template section, and click Set As Default.

  5. To assign a specific template to a user group, select the group and template from the respective lists in the Group’s Template section, and click Set As Default.