Creating report templates

You can create a report template by saving a report as a template or by creating a totally new template.

To create a report template:

1. If using ADOMs, ensure that you are in the correct ADOM.
2. Go to the Reports > Report Definitions> Templates.
3. In the toolbar of the content pane, click Create New.
4. Set the following options:
   1. Name
   2. Description
   3. Category
   4. Language
5. Use the toolbar to insert and format text and graphics for the template. In particular, use the Insert Chart and Insert Macro buttons to insert charts and macros into the template.

   For a description of the fields, see Reports Layout tab. For information about creating charts and macros, see Creating charts and Creating macros.

6. Click OK.

   The new template is now displayed on the template list.

To create a report template by saving a report:

1. If using ADOMs, ensure that you are in the correct ADOM.
2. Go to Reports > Report Definitions > All Reports.
3. In the content pane, select the report from the list, and click Edit in the toolbar.
4. In the Layout tab, click the Save As Template button in the toolbar.
5. In the Save as Template dialog box, set the following options, and click OK:
   1. Name
   2. Description
   3. Category

   The new template is now displayed on the template list.