Working with Note Templates
Using Report Designer, you can insert a Note Template (text entry object) into a report. You can create and insert a new Note Template or insert a previously created Note Template.
To create a Note Template:
Tasks | Perform these Sub Tasks | For More Information |
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Inserting a Note Box into a report |
To insert a Note Template, perform an action:
After inserting a Note box in a report, you can move or resize the Note box. |
Inserting a Note Box into a Report |
Setting up the Note Template |
You can setup the Note Template, by selecting an option:
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Setting up the Note Template |
Setting the Properties |
You can set the properties: Properties control the Note Template, such as Name, Description, Data Source, Character Limit, and Format. |
Setting the Properties |
Optionally add a Placeholder Text in the Note Template |
You can enter optional placeholder text in the Note Template:
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Entering a Placeholder Text in the Note Template |
Setting the Dimension Layout |
From the dimension layout overlay, you can reorder, add or remove dimensions in the Note Template Point of View. |
Setting the Dimension Layout |
Setting the POV Options |
You can select the required POV members for the Note Template in the report and set POV options. |
Setting Up the Point of View Selections and Options |
Saving the Note Template |
Save the Note Template to the repository. All Note Templates can be shared across reports, they are not saved with the report. |
Saving the Note Template |
Watch this tutorial video, you’ll learn how to create and manage note templates in Reports.