Creating a Report Template

To create a new template:

  1. Select the New action. The New Report Template page appears.

    Figure 3-8 New Report Template Page

    This figure shows the New Report Template page.
  2. Enter the details.

    Table 3-5 New Report Template Page

    Details Description

    Code

    Enter a unique uppercase code for this template. Mandatory field.

    Version

    The version will default to 1. Read-only field.

    Status

    This will default to Draft. Read-only field.

    System Delivered

    This will default to No. Read-only field.

    Description

    Enter the description for this template in the supported languages. The description for the default language is mandatory.

    RTF Template File

    Click Browse to select a single RTF file to be used as the actual report template. The name of the selected file is then shown here. For information about RTF template files, see Appendix: Designing RTF Templates.

  3. Save the changes and exit.