Edit Report Templates

Edit Report Templates

Relevant for: Organisation Administrators, Administrators (see "User Roles in the Cockpit").
To edit an existing report template click on the "3 dots" on the far right and then click "Edit". A new pop-up window opens with the editing options. Two tabs are displayed here: "General" and "Charts". By default, you are initially in the "General" tab:
  1. Under "Name" you can customize the name of the report template.
  2. Also, under "Placeholder Name" you can name the report template using placeholders. For example, if you want your final reports to include the name of the corresponding candidate or the date on which the Assessment Center was conducted, you can use placeholders to customize the template name accordingly. The placeholders in the name of the final report will then also be filled with the assessment-specific information. Specifying the placeholder name is optional. You can use the following placeholders to customize the report template name:
    1. {cand_first_name}
    2. {cand_last_name}
    3. {cand_full_name}
    4. {cand_email}
    5. {ac_name}
    6. {ac_position}
    7. {ac_description}
    8. {ac_organisation}
    9. {ac_start_date}
    10. {ac_end_date}
    11. {workspace_name}
    12. {model_name}
    13. {model_organisation}
    14. {current_date}
If you want to include the name of the candidate in the title of the report, the placeholder name can be used, for example: "Report {cand_full_name}". The title of the final report will then be automatically filled in when the reports are created: "Report Kim Candidate".
A preview appears in gray below the field in which you can enter the placeholder name. The preview shows what the title of the finished report will look like.
  1. Under "Language", you can use the drop-down menu to select the language in which you wish the report to be generated. The default language is German. Alternatively, you can also select English. The language setting applies to all texts generated by Applysia, such as the chart legends. All other elements that you add are adopted 1 to 1 in the respective language.
  2. You can specify the organization to which this report template is to be assigned under "Organization". The organization is displayed in the report template overview, according to which you can also sort the templates for better clarity. Specifying the organization is also optional.
Click on "Charts" to the right of "General" to customize the labels of the data series in the charts. If you do not make any changes here, the legends of the charts that you add to your reports will be filled with the Applysia labels by default. You can see these in the field below the description of the respective data series. You can store individual labels for all data series. To do this, click in the field and enter the new label. 

If you want to save your entries, click on the "Save button" at the bottom right. To discard your changes, click on "Cancel". You will then see the overview page again.




If you click on the "3 dots" on the far right of each template, you will see further customization options.
  1. Click on "View" to view the template and a preview of the template. Alternatively, you can also open this view by clicking on the name of the template in the template overview.
  2. Click on "Edit in Word" if it is a .docx file, or on "Edit in PowerPoint" if it is a .pptx file, to open the report template in the Office application on your computer and edit it there. If you are using this editing option for the first time, a notification will appear with further information on how to edit the template in your Office application. 
    Once you have opened the file in Word or PowerPoint, you can make any changes you like. Save the file in Word or PowerPoint using the “Save-button” or by using the key combination "Ctrl + S" for Windows and "cmd + Shift + S" for Mac and the changes will be automatically applied in the Cockpit - you do not need to upload the updated version again. After you have saved your changes in Office, the updated template will be checked again for errors by the Applysia Report Assistant. You can find more information about the Applysia Report Assistant here.
  3. Under "Edit" you will find the editing features described above.
  4. Click on "Replace" to replace the current template with a new one. The file view of your computer will then open and you can select and upload a new report template.
  5. By clicking on "Download" you can download the created template with the placeholders and you will get a Word or PowerPoint file, depending on how you originally uploaded the template. In the downloaded template, you will then also see the Applysia Report Assistant comments, which will alert you to any errors in your template.
  6. Click "Delete" to delete the template in question. A pop-up window will open where you will need to enter the name of the template you want to delete and click "Confirm" before the template is actually deleted. You can also click "Cancel" and return to the overview.


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