CentraSite Documentation : CentraSite User’s Guide : Working with Reports and Report Templates : Viewing or Editing the Properties of a Report Template
Viewing or Editing the Properties of a Report Template
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
1. In CentraSite Control, go to Reports > Report Templates.
The Report Templates page lists all report templates in the CentraSite registry/repository.
2. In the Report Templates page, select the template's link whose details you want to modify.
3. 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:  
A report template does not need to be unique within the organization. However, to reduce ambiguity, you should avoid giving multiple report templates the same name. As a best practice, we recommend that organizations adopt appropriate naming conventions to ensure the assignment of distinct report template names.
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 Download Template File item from the context menu of the report template's link or Actions menu in the report template details page. Make the necessary changes and upload the template file using Upload Template File item of the same context menu.
4. If you have modified the settings on the Report Template details page, click Save.
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