You use the Report Template details page to examine and/or modify the properties of a template. When viewing or editing the properties of a report template, keep the following points in mind:
Some attributes within a template are designed to be read-only and cannot be modified even if they appear in a template on which you have modify permission.
Modifications that you make to a report template will take effect as soon as you save the template.
To modify the properties of a report template
In CentraSite Control, go to
.The Report Templates page lists all report templates in the CentraSite registry/repository.
In the Report Templates page, select the template's link whose details you want to modify.
Examine or modify the properties on the Report Template details page as required.
In this field.... | Modify.... |
---|---|
Name |
The name of the report template. A template name can contain any character (including spaces). Note: |
Description |
Additional comments or descriptive information about the report template. |
Created |
Read-only The date on which the report template was added to CentraSite. CentraSite Control automatically sets this attribute when a user adds the report template to CentraSite. |
Last Modified |
Read-only The date on which the report template was last modified. CentraSite Control automatically updates this attribute when you modify any of the report template’s attributes. |
Organization |
The owning organization of the report template. |
Owner |
Read-only The name of the user and the organization to whom this report template currently belongs. |
Applicable to Object Types |
This tab identifies the object types whose instance can make use of this report template. For information about associating object types to a template, see Associating a Report Template with an Object Type. |
Permissions |
This tab identifies the users who can view, modify and/or delete the report template. For information about setting the properties on this panel, see Setting Permissions on a Report Template. |
Object-Specific Properties |
This tab identifies the key properties of the report template. |
Note:
To view or edit the report template (.rptdesign) file, choose the
item from the context menu of
the report template's link or menu in the report
template details page. Make the necessary changes and upload the template file
using item of the same context
menu.
If you have modified the settings on the Report Template details page, click
.