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Administration Guide

Managing report templates

Managing report templates

You can manage report templates in Reports > Report Definitions> Templates. Some options are available as buttons on the toolbar. Some options are available in the right-click menu. Right-click a template to display the menu.

Option

Description

Create New

Creates a new report template

Edit

Edits a report template. You can edit report templates that you created. You cannot edit predefined report templates.

View

Displays the settings for the predefined report template. You can copy elements from the report template to the clipboard, but you cannot edit a predefined report template.

Delete

Deletes the selected report template. You cannot delete predefined report templates.

Clone

Clones the selected report template.

Create Report

Creates the selected report template.

Install Language Pack

Upload and install a language pack.

Managing report templates

You can manage report templates in Reports > Report Definitions> Templates. Some options are available as buttons on the toolbar. Some options are available in the right-click menu. Right-click a template to display the menu.

Option

Description

Create New

Creates a new report template

Edit

Edits a report template. You can edit report templates that you created. You cannot edit predefined report templates.

View

Displays the settings for the predefined report template. You can copy elements from the report template to the clipboard, but you cannot edit a predefined report template.

Delete

Deletes the selected report template. You cannot delete predefined report templates.

Clone

Clones the selected report template.

Create Report

Creates the selected report template.

Install Language Pack

Upload and install a language pack.