Create an Entity-based Report Definition
-
Select the Admin > Templates > Entity-Based Word Reports.
-
To create a new template report, select the Expand + icon above the Search button.
-
Enter a name for the report template in the field provided.
-
Enter a description of the template in the field provided.
-
Select the base type or category in the drop-down provided.
If you choose the case system entity type or a category, you won't be able to use any of the soft attributes available because system entity types only have hard attributes.
-
Select the Content tab > Right-click in the Content screen > Click Select Template.
-
Locate and select your saved template file > Select Open.
The bookmarks and their hierarchy will show on the Content screen.
-
Select Save.