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

   
   

   
   Description of "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.