Create Your First Custom Report

We decided to create a video series on custom reporting. Actually, Doug thinks of it as an incredible journey.

The ability to tweak, tailor, and tune Word and Excel reports is one of the most powerful features in CaseComplete. Many of our customers use it extensively, but some of you might not know where to start. This video is aimed at you.

We’ll start with the basics of how make changes to an existing template: adding images, changing the footer, and removing a section or two.

After watching, let us know what you think. Was it helpful? Are you looking forward to Episode 2?

Comments (1)

5/3/2013 12:41:48 AM #


Nice to put faces to names, but most importantly a set of instructional videos for report templates will be great to see. However, what about some tips on modifying HTML templates as well ?


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