Exports & Share information - Managing HTML templates

Select **Documents** from the Control Panel\ Click on **HTML Exports** under Templates\ A list of previously created templates will appear\ Click on the **Plus icon** to create a new template

Under **Template Name**, enter the name of the new template, in this example, ‘HTML Report Central Division’.

By default, the **Window Width** will be set to 1024\ This can be adjusted if you would like a wider or narrower HTML report. Standard window widths range from 1024px to 1440px.

Provide a **Link** for the permanent URL for the report.\ The link name you enter will be appended to the URL, in this example ‘central division’.\ This is the URL you will direct users to in order to view the report.

You have the following **Report Options**: You can choose to **Include Top Menu** for navigational purposes, though it is not always necessary since HTML reports are created with working hyperlinks. You can also choose to **Keep the published report private** so the link is not accessible to the public. In this case, when the report is generated, it will not be published publicly. Instead, users can download a .zip file that contains the entire report and publish it on their own intranet. Check the box next to **Enable accessibility plugin** to share results with citizens or stakeholders in a user-friendly and accessible manner. Viewers will have the option to click the accessibility icon and enable the features as needed. Learn more about the accessibility plugin [here](https://support.clearpointstrategy.com/en/articles/8347274-clearpoint-ada-compliance).

Navigate to the **Scorecards tab** Here, you can select which Scorecards you would like to include in the report When you select a Scorecard, it will appear as a tab on the left. From there, click into the Scorecard from which you would like to add Reports or Detail pages. Use the tabs on the top to navigate to each Element type to select Summary Reports and Detail Pages to include in the Report. Please note that attachments included in published reports will be accessible to visitors to the page. Please publish your sensitive information with caution!\ \ When **Include Linked Pages** is selected, all elements featured in the included summary reports will have their detail pages automatically included in the report. Selecting Include Linked Pages does not include detail pages from summary reports included in the HTML report via a data grid custom field.

Once the appropriate Summary Reports and Detail Pages are selected to be included in the report, the **Contents tab** will feature a list of all selected pages\ Once you are done with your configuration, click **Save**

You will find your newly created template under HTML Reports

Select **Documents** from the Control Panel\ Click on **HTML Exports** under Templates\ Open the template you are going to be working with, in this example, ‘HTML Report Central Division’.

Navigate to the **Schedules tab**\ Click on the **Plus icon**\ You will find a prepopulated **Schedule Name**, you have the option to rename it\ Click the green check box next to **Enabled** to configure a schedule

Select the **First Run Date** by typing in the starting date for the schedule or clicking the calendar button and selecting a date

Select the **Run Time** by typing in the time you would like the HTML export to run or using the up and down arrow toggles. The scheduled export will be added to the queue at the selected time and will be processed within a few minutes.

Mark the checkbox next to **Recurrence** to specify a frequency\ Choose the Recurrence from the options Daily, Weekly, and Monthly in the **Repeats** **dropdown**, and indicate the frequency by typing the number of days, weeks, or months.

Additionally, you can select the **End By Date** by typing in a date or clicking the calendar button and selecting a date\ Once you are done with your configuration, click **Save**

You will find your newly created template with the Schedule label under HTML Reports