Report Templates

Report Templates define the layout and data content of a report. Report templates are combined with data sources to form report designs which are scheduled to run as a report. A report template may be used in any number of report designs. Report Template records act as a container for the actual report template, which is a Rich Text Format (RTF file).

Note:

The supplied core report templates cannot be edited directly, but can be copied and adapted to form custom variants. The system-delivered templates cannot be deactivated or deleted.

To access the Report Templates, select the Manage Report Templates option in the Reporting Admin area. This is only accessible to users with the Advanced Reporting Administrator authority profile.

The list of report templates is displayed, grouped by status. A single Default list view is provided. For each template, the description, code, and version are shown. A column indicates if the template is one of the system-delivered core set.

Figure 3-7 Report Templates Page

To see the details for a specific template, double-click the row. A tab opens with the details. You can also select the View or Edit actions.

Note:

The Report Template records can be imported and exported using the Import and Export list view actions, however the RTF template files are excluded.

If using the Import action to create a new template, the system delivered flag must be set to No, otherwise the imported data source will not be editable.