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Home > Advisor View > Reports > Dynamic and PDF Reports > PDF Template Customization > Assigning Templates > Assign Default Templates Using PDF Template Types
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Assign Default Templates Using PDF Template Types
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Sometimes you need more than one default template. For example, you may need different default templates for tax returns, year-end reporting, and Q1, Q2 and Q3 reporting. Template Types allow you to specify default templates for each type of report you run. Once you set up your default templates for each template type, you can generate reports based on the template type.
Your template types will also be provided in the Available Columns list for the Accounts page. If you select these columns, you can use the Accounts page to see who's been assigned to each template, making it fast and easy to determine whether you need to make assignment changes.
Note that each template type will have "Template" at the end of the name in the Available Columns list, even if that isn't part of the name you used. For example, if you had template types named "Q2 Report" and "Annual Report Template" they would be listed as "Q2 Report Template" and "Annual Report Template."
Typically a firm administrator sets up template types for a firm and thereafter they don't require additional intervention.
For steps on how to manage template types, see Create, Edit, and Delete a Template Type.
Once you've created a template type, you can assign a default PDF template to the template type. To do this:
On the Accounts menu, click Accounts.
In the Account Name column, click the account where you want to specify the default PDF template for each template type.
On the Edit Account panel, on the Reporting menu, click Settings / Templates.
Use the lists in the Default Templates section to choose a default PDF template for each template type. If you leave a template type empty for an account, no report will be generated for the account when you generate reports using that template type.
Click Save.
To assign default templates for multiple accounts at once:
On the Accounts menu, click Accounts.
Select the check boxes for accounts that you want to assign the same default templates to for your template types, then click Edit in the Actions list.
On the Edit Account panel, on the Reporting menu, click Settings / Templates.
Use the lists in the Default Templates section to choose a default PDF template for each template type. If you leave a template type empty for an account, a report won't be generated for the account when you generate reports using that template type.
Click Save.
Once you set up your default templates for each template type, you can generate reports based on the template type. To do this:
On the Accounts menu, click Accounts.
Select the accounts that you want to generate reports for and then click Generate PDF Report in the Actions list.
In the Template Type list, choose the template type you want to use to generate reports and then click Generate PDF Report.
