Launch the Layout Editor

The layout editor is available in several places.

Launch the layout editor in one of the following ways:

• Create a New Report

• Edit a Report

• View a Report

Create a New Report

You can use the Layout Editor to change the appearance of a report.

To launch the Layout Editor when creating a new report:

1. Select the data model for the new report.

   The Report Editor displays the Add Layout page.

2. From the Create Layout region, click a predefined template to launch the Layout Editor.

Edit a Report

You can alter the layout of a report using the Layout Editor.

To launch the Layout Editor when editing a report:

1. In the Report Editor:

   From the Thumbnail view, click Add New Layout.

   or

   From the List view, click the Create button on the layouts table toolbar.

2. From the Create Layout region, click a predefined template to use to launch the Layout Editor.

View a Report

You can change the layout of a report while viewing it.

To launch the Layout Editor when viewing a report:

• Click Actions and then click Edit Layout.

  The layout must have been created in the layout editor.

Select a Predefined Layout

When you create a new layout, you are given the option of selecting a predefined layout to help you get started.

The following illustration shows the predefined layouts offered by the Basic and Shared Templates.

Description of the illustration xdo11g_layout_boiler.gif

The Basic and Shared Templates offer common layout structures with specific components already added. Choosing one of the predefined layouts is optional, but can facilitate layout design. If your enterprise utilizes a common design that isn't available here, then you can add predefined layouts for your own use, or your Administrator can add more for all users.

Add Shared Templates for All Users

Follow the steps to add redefined layout files to the shared directory for all users to access.

1. Log in with Administrator privileges and navigate to the Catalog.
2. In the Shared Folders directory, open the Components folder.
3. Locate the Boilerplates report and click Edit.
4. Click Add New Layout.
5. Design or upload the layout.

   To design the layout: Click an existing boilerplate (or blank) to launch the layout editor. Insert the components to the layout. When finished, click Save and give the boilerplate a name. This layout is now displayed to all users in the Shared Templates region.

   To upload a layout: Click Upload to upload a predefined Publisher Template (.xpt file).

6. Save the report.

Any Publisher Templates (.xpt) added to this report are displayed to all users as a Shared Template.

Add Personal Predefined Layouts

Adding personal predefined layouts are available to your account user only. You can design the layout by launching the layout editor or you can upload a predefined template.

1. Navigate to My Folders.
2. Create a new report called Boilerplate. This report doesn't have a data model.
3. Click Add New Layout.
4. Design or upload the layout.

   To design the layout: Click an existing boilerplate (or blank) to launch the layout editor. Insert the components to the layout. When finished, click Save and give the boilerplate a name.

   To upload a layout: Click Upload to upload a predefined Publisher Template (.xpt file).

These layouts are presented in the My Templates region when you create a new layout.