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How to create customized reports in FanTestic
Overview of Steps:
1
Before You Start.................................................................................................................................... 1
2
Open Saved Report Template ............................................................................................................... 1
3
Edit the Report Template...................................................................................................................... 2
4
Things not to Change ............................................................................................................................ 3
5
Save ....................................................................................................................................................... 3
Saving, Printing and Exporting Results.......................................................................................................... 4
6
Saving Results........................................................................................................................................ 4
7
Print (Ctrl+P).......................................................................................................................................... 4
8
Generate Report (Ctrl+R) ...................................................................................................................... 4
9
Export Data to Excel (Ctrl+E) ................................................................................................................. 4
1 Before You Start
1.1 Required:
• FanTestic License installed (the FanTestic Lite does not allow customized reports)
• Microsoft Word to view and edit any reports (this guide shows Microsoft Office
Word 2007)
1.2 Generate a report (This will create a report template, ready to be edited)
2 Open Saved Report Template
2.1 Find your report template: Default location:
Documents/Retrotec/Templates
2.2 Reports & templates are saved based on the
Application settings. To find/change your save
location, see: FanTestic/Tools/Settings/Application
2.3 The report template is ready to be edited.
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3 Edit the Report Template
3.1 Insert Logo – to create a report that reflects your company, replace the “INSERT COMPANY
LOGO” with your company Logo.
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3.2 Insert Footer or Header – If you would like to customize your report further, you can create
a footer that will appear on every page. In the Screenshot I have used a footer template,
and added my Company Name, Report Title, Current Date, and Page #.
4 Things not to Change
4.1 All of the wording within Brackets (these are template fields for importing data from
FanTestic into your reports.) If they are removed the information will not be generated in
future reports.
4.1.1 Example: In the report template this will appear on your cover sheet:
• {BuildingPicture}
4.1.2 Once you generate a report it will pull the Building image that you selected for your test:
•
5 Save
5.1 Once you are satisfied with your report template, save and test it. (Ctrl+S) or File>Save.
5.2 You may want to generate another report to test the layout and formats
5.3 Now you can generate Customized reports with your company information
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Saving, Printing and Exporting Results
6 Saving Results
6.1 FanTestic stores results automatically and uses the yyyy-mm-dd a time in the suffix of the
file name. The “Save As” feature allows the operator to add more description to the file
name. The original test may be saved and then a second “Save As” copy may be
manipulated if necessary so that the original data is always kept intact. Results are normally
saved on your local C: Drive under DocumentsRetrotectests.
7 Print (Ctrl+P)
7.1 FanTestic will print the data as-is, i.e. only what is on the interface screen. Go to File
Print, and you can either generate a PDF document or print a paper copy. This will
essentially print a screen shot of the FanTestic interface.
8 Generate Report (Ctrl+R)
8.1 FanTestic includes a built-in template for reports generated from automatic or manual test
runs. To generate a report, select File Generate Report. This will automatically open a
Word document containing a report with the data from your test. These will be stored on
your local C: Drive under DocumentsRetrotecreports. Once the Word document is open,
you can print it directly.
9 Export Data to Excel (Ctrl+E)
9.1 FanTestic includes a template for raw data to be exported to Microsoft Excel, in order to
view all readings that went into each test point on the software page. To export data, select
File Export Data (Excel). This process takes a few minutes, especially for large files, so
allow it to process even if it appears to be frozen. Once completed, an Excel spreadsheet
document will open containing all data readings taken during the test. These will be stored
in the same location as the reports (C: My DocumentsRetrotecreports).
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