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SPSS Trainer Tip: NetGenesis®

Instructor profile

Udi Dotan

Name: Udi Dotan

Home office: SPSS Cambridge, MA

About Udi: Udi has a master’s degree from Boston University and has been a NetGenesis trainer for more than four years.



Creating Custom Document Templates with NetGenesis

Did you know that you can create custom document templates in NetGenesis? Custom document templates enable you to modify the look and feel of documents to better match your corporate image and branding.

NetGenesis comes with two document templates: the default document template and the logo template. The default document template is shown in Figure 1:

Figure 1
Figure 1

If you would like to customize your document templates, use the logo template. The logo template inserts the “TradeNow” logo at the top of the document. You can easily modify this template to include your own company logo.

To create a new document template, make a copy of one of the existing document template files: “ngDocumentTemplate6.html” (default template) or “ngLogoDocTemplate.html” (logo template).

The following tags should NOT be edited within the template, as NetGenesis will replace them with data from the reports.

>
Tag Replaced with
ngPath Path to document metadata
ngTemplate Template file
ngTITLE Document Title
ngDESC Document Description
ngREPORTS Default list of document report objects
ngDSSID DSS ID of matching document object
ngPATH Object path
ngPROJECT Project name
ngTOC Table of contents
ngREPORTS Default list of document report objects
OR
ngReportBlock Delimits repeating block of reports
ngReport Use with ngReportBlock to indicate report placement
ngReportTitle Use with ngReportBlock to include report name
ngReportDesc Use with ngReportBlock to include report description

Any other tags within the document are merely HTML and can be edited with a simple HTML editor or even a text editor such as Notepad.

When finished editing the template, you must edit one more file to make the document template available to all users. In the \\netgen\analysis\Web\Admin folder, you will find the file “ngDocTemplates.xml”. Open this file with a text editor and add a line similar to this one: <template file="MyFileName.html">My New Template</template>.

Your new template will now be ready to use.

Figure 2 is an example of a document created using the custom document template.

Figure 2
Figure 2

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