Editing a Report Template

To edit a template, select the template on the Report Templates page and then select the Edit action. The report template record opens in edit mode in a new tab.

Report Templates are maintained as a versioned glossary. When the template is created, it is assigned version 1 and the status will be Draft. At this status, all fields except the code, version, status, and system delivered flag may be edited.

The system delivered flag identifies if the record is part of the suite of delivered core reports, in which case the flag will be Yes. The system delivered templates may be copied using the Copy action to form new custom variants, in which case the flag will be No.

Figure 3-9 Report Template Details