Editing Templates

To edit a template, click on the [Edit] link next to the template. Click on the tabs to modify the report and click on the Save As… button.

General Tab

Modify the name, and description. Select if you want the default output parameter to be HTML, PDF, XLS, or XML. Also select if you want to publish this report.

Parameters Tab

Select the parameters and their values. You can choose to edit the parameter at runtime.

Column Selection Tab

Select the columns you want to display. Click the right or left buttons to select/omit columns from the report. You can also use the Move Up and Move Down buttons to change the order of the selected columns.

Column Details Tab

Select the column name and enter a description.

Sorting Tab

Select the sorting order for the columns.

Run Test Report

Select the output format (HTML, PDF, XLS, or XML) and enter values for any required parameters. Click the Run Report button.

See Also

Managing Ad-Hoc Reports

Copying Templates

Setting Filters

Running Ad-Hoc Reports