This guide will show you how to create a report template in StreamBIM that's customizable for different types of reports. You'll discover how to customize the format by adding different sections and fields suited to your project's requirements, along with your company logo.
1. Creating report template
Creating a custom report template in StreamBIM is easy. If the existing templates don't meet your needs, you can simply create a new one tailored to your project. Click on + New report template.
2. Give the template a name "Meeting notes"
3. Click on + Add section
Sections function as headers to help organize your report. By adding a section, you can categorize different parts of your report for better structure and clarity.
4. Give your section a name
5. Click on OK
6. Finalizing report template creation
Include all necessary sections and fields in your report. Once finished, click "OK" to finalize.
7. Click the "+" symbol to create a report using the "MEETING NOTES" template.
