Adding Report Templates

  To add a report template:

1. In the Administration Workbench, go to the Presentation tab and select Report Templates.

2. Click Add and enter report template details:

   • Name—Report template name

   • Description—Report template description

   • Owner—Report template owner

   • Visibility—Private or Public:

     • Private—Can be viewed and used only by the template owner and the administrator.

     • Public—Can be viewed and used by everyone.

   • File name—Excel file name; for example, Simple-Report-FixedHeader.xls