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Report Templates

The Report Templates module lets you create template and schedule them according to your preferences. The module also consists of pre-loaded templates according to which the report can be created and scheduled.

Creating a Report Template

To create a Report Template, follow the steps given below:

  1. In the navigation panel, click Report Templates.
  2. Click New Template.
    New Template screen appears.
  3. Enter a name for the template.
  4. Select a report enter.
    Depending upon the report enter, the additional setting varies.
  5. After making the necessary selections/filling data, click Save.
    The template will be created according to your preferences.

Creating Schedule for a Report Template

The Report Template module lets you create a new schedule for the report templates.

Viewing Properties of a Report Template

To view the properties of Report Template, follow the steps given below:

  1. Select the Report Template whose properties you want to view.
  2. Click Properties. Properties screen appears.


Depending upon the Report Template enter, the Properties varies.

  1. After making the necessary changes, click Save.
    The Report Template's properties will be updated.

Deleting a Report Template

To delete a Report Template, follow the steps given below:

  1. Select the template you want to delete.
  2. Click Delete.
    A confirmation prompt appears.
  3. Click OK.
    The Report Template will be deleted.


Default Report Templates cannot be deleted.

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