Creating Reports Using Predefined Templates

Templates are used to create reports. By default, predefined templates contain commonly used data fields. Predefined templates can also be customized to generate other information or to have a unique look.The process of creating a report using a predefined template is:

1. Click File > Open.

2. Filter the list of available templates by viewing only Public and/or Private templates.

3. Choose the predefined template you want to base your report on. If you want to customize the template, refer to Customizing a Template.

4. Specify the template parameters:

   1. Define the report's entities by clicking the ellipses button. In the Choose <Entity> window, add the entities that you want the report to be based on by moving them from the Available field to the Selected field, and then clicking OK. You can click Quick Search to find a specific entity.

   2. Define the template's date range by clicking on a Date field. Refer to Defining Date Ranges.

   3. Identify the template's time range by clicking on a Time field. Refer to Defining Time Ranges.

   4. If applicable, specify the template's interval by clicking on the Interval field in the Parameters window.

   5. Click OK in the Parameters window. The specified parameters are shown in the template.

5. If you want to reuse the template, save it with a new name:

   1. Click File > Save As. You can also click the Save Template Definition with New Name icon on the toolbar.

   2. In the Save As window, enter the Template Name.

   3. Identify the template as either public or private, and then click OK.

6. Generate the report. Refer to Generating a Report for information about generation options.