Custom Reports Template Upload

Download Guide

The Template Upload feature in Real Estate Manager allows users to upload a custom Excel template to format the output of a custom report. This feature ensures consistent styling, layout, and branding across exported reports.

Prerequisites

Before uploading, ensure the Excel file meets the following requirements:

• The file must be a valid Excel document (.xlsx).

• It must contain a worksheet named ReportData.

• The ReportData worksheet must contain a table named ReportDataTable.

• The table must start at cell A1 and contain at least one column.

If the file does not meet these conditions, Real Estate Manager displays an error message stating:

"Invalid report template provided. The report template must be a valid Excel document with a ReportData worksheet containing a ReportDataTable table starting at cell A1 with one column."

Uploading a Template

Access the Custom Report Creator

• Navigate to the Custom Reports section in Real Estate Manager.

• Select or create the report for which the user wants to upload a template.

Open the Upload Dialog

• Click the Upload Report Template Document option.

• The system displays a dialog box with instructions and a Browse button.

Select the Excel File

• Click Browse and choose the prepared Excel template.

• Ensure the file meets the required structure described in Prerequisites section.

Confirm Upload

• Click Accept to upload the template.

• If the file is valid, Real Estate Manager replaces any existing template for that report. If the file is invalid, Real Estate Manager displays an error message.

Save the Template

• Click Save to save the template.

• Enter the Description and click Save Report. The template is now saved and can be used for report generation.

Validations and Error Handling

If the uploaded file does not meet the required structure, Real Estate Manager displays an error message. To resolve this:

1. Open the Excel file.

2. Rename the worksheet to ReportData.

3. Inside the ReportData worksheet, convert the data set into a table.

4. Create a table named ReportDataTable starting at cell A1.

Best Practices

• Test the template with a sample report before sharing it.

• Keep formatting clean and consistent for readability.

• Use Excel's table formatting tools to style the ReportDataTable.

Troubleshooting

• If Real Estate Manager does not accept the template, double-check the sheet and table names.

• If the report output is incorrect, ensure the table starts at cell A1 and includes all necessary columns.

• If issues persist, try uploading a basic template first and gradually add formatting.