2.1 Upload Report Template

This topic provides the systematic instructions to upload a template and configure an output format for the report as per user requirement.

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 Template. Under Report Template, click Upload Report Template.
   The Upload Report Template screen displays.

   Figure 2-1 Upload Report Template

   
   

   
   Description of "Figure 2-1 Upload Report Template"

   
   
3. Specify the fields on Upload Report Template screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-1 Upload Report Template - Field Description

   Field	Description
   Template Name	Specify the unique name for the template.
   Template Description	Specify the short description of the template.
   Template Type	Select the type of template format to be uploaded from the drop-down list.
   Add Template	Click this button to add template. The user can upload a template from the local machine or from specific location. To change the uploaded template, click Replace Template.
   Template Filename	Displays the template file name. Note: The user can view the name only after uploading the template.
   Add Images	Click this button to add the image. The user can upload multiple images if required.
   Image Filename	View the file name of the uploaded image.
   Image Relative Path	View the file path of the server, where the image is stored.
   Image Action	Click this button to delete the uploaded image.

4. Click Save.
   The report is successfully uploaded and can be viewed using the View Report Template screen.
5. For actions that can be performed further, refer to Basic Actions section.