Creating a New Report Template
You can add a report template to CentraSite Control, making it available to create new reports based on the template. Perform these steps to create a new report template and save it to CentraSite.
To create a report template
1. In CentraSite Control, go to Reports > Report Templates.
2. Click Add Report Template.
3. In the Add Report Template dialog box, specify the following fields:
In this field... | Do this... |
Template File | Click Browse to select and upload the rptdesign template file using which you want to generate the report. |
Name | Enter a name for the new report template. A report 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 | Optional. Enter a description for the new report template. This description appears when the user displays a list of report templates in CentraSite Control. |
4. Click OK. Now the name of the report template is visible in the list of report templates.
5. Display the detail page of the report template. You can do this by choosing Details from the report templates's context menu in the list of report templates.
6. Specify the object types that are allowed to use the template for report generation. To do this, choose the Applicable to Object Types tab and select the check boxes of the required object types. For information about associating object types to a template, see Associating a Report Template with
an Object Type. 7. To enable other users to view, modify and/or delete the report template that you have created, you must modify the template's permission settings. You do this by selecting the tab Permissions and making the appropriate entries there. For information about allowing other users to access a template, see Setting Permissions on a Report Template. 8. Define one or more custom properties for this report template. To do this, choose the Object-Specific Properties tab and perform the following steps:
a. Click the Add Property button.
b. In the Add Object-Specific Properties dialog box, enter a property name and a value. You can add multiple values for a single property. You can optionally specify a namespace to fully identify the property.
The property name can contain any character (excluding spaces).
c. Click OK.
9. Click Save to save the new template.
