3.1 Create Report Linkage

This topic provides the systematic instructions to link the uploaded report templates to the specific reports.

The Report Templates are uploaded using the Upload Report Template screen. Once a report template is uploaded successfully, the user can link it to multiple reports.

Specify User ID and Password, and login Home screen.
  1. On Home screen, click Core Maintenance. Under Core Maintenance, click Report Maintenance.
  2. Under Report Maintenance, click Report Linkage. Under Report Linkage, click Create Report Linkage.
    The Create Report Linkage screen displays.

    Figure 3-1 Create Report Linkage



  3. Specify the fields on Create Report Linkage screen.

    Note:

    The fields which are marked with asterisk are mandatory.
    For more information on fields, refer to the field description table.

    Table 3-1 Create Report Linkage - Field Description

    Field Description
    Report Name Specify the unique report name for linkage.
    Report Description Specify a short description for the report.
    Template Select the template from the uploaded and authorized template list.

    The user can use search to locate the required template.

    Template Name Specify the template name to fetch it from the list.

    Note:

    This field is displayed only if you click the pick list from the Template list.
    Output Format Select the required output format for the report from the drop-down list.
    The available options are:
    • RTF
    • PNG
    • PDF
  4. Click Fetch and select the template displayed in the Template Name field.
  5. Click Save.
    The report is successfully linked and can be viewed using the View Report Linkage screen.