Uploading your template file

Intelligent Reports allows you to design the template for your report using Microsoft Word. You can then select the content you would like Intelligent Reports to modify using comments. You can click here for instructions on how to create your template file using Microsoft Word.

You can follow these steps to upload your Microsoft Word report template file into Intelligent Reports.

1. Once you have created your Microsoft Word report document save it in the .docx format.

2. Navigate to the Edit Template page for report template in Intelligent Reports.

3. Click the Upload New Template File button. Select the file to upload and click OK.

You can now specify some questions to ask users of your reports, and specify some rules to tell Intelligent Reports how to create a report using your report template and your JIRA data.