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-<h1 style='margin-top:0in'><a name="_Toc69906235">Report Templates</a></h1>+<h1 style='color:#556B2F;font-size:24.0pt;font-family:"Open Sans"'>Report Templates</h1>
-<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>The Report+<p style='font-size:11.0pt;font-family:"Open Sans"'>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.</p>
-Templates module lets you create template and schedule them according to your+<h2 style='color:#556B2F;font-size:22.0pt;font-family:"Open Sans"'>Creating a Report Template</h2>
-preferences. The module also consists of pre-loaded templates according to+
-which the report can be created and scheduled.</p>+
-<p class=MsoNormal align=center style='margin-top:12.0pt;margin-right:0in;+<p style='font-size:11.0pt;font-family:"Open Sans"'>To create a Report Template, follow the steps given below:</p>
-margin-bottom:12.0pt;margin-left:0in;text-align:center;line-height:110%'><img+
-border=0 width=637 height=293+
-src="eScan_Corporate360_UserGuide_revised_files/image279.jpg"></p>+
-<span style='font-size:24.0pt;line-height:115%;font-family:"Open Sans",sans-serif;+<ol >
-color:#1F4E79'><br clear=all style='page-break-before:always'>+ <li style='font-size:11.0pt;font-family:"Open Sans"'>In the navigation panel, click <b>Report Templates</b>.</li>
-</span>+ <li style='font-size:11.0pt;font-family:"Open Sans"'>Click <b>New Template</b>.<br>
 +New Template screen appears.</li>
 +<li style='font-size:11.0pt;font-family:"Open Sans"'>Enter a name for the template.</li>
 + <li style='font-size:11.0pt;font-family:"Open Sans"'>Select a report enter.<br>
 +Depending upon the report enter, the additional setting varies.</li>
 + <li style='font-size:11.0pt;font-family:"Open Sans"'>After making the necessary selections/filling data,
 + click <b>Save</b>.<br>
 +The template will be created according to your preferences.</li>
-<h2 style='margin-bottom:0in'><a name="_Toc20322479"></a><a name="_Toc33634332"></a><a+<h2 style='color:#556B2F;font-size:22.0pt;font-family:"Open Sans"'>Creating Schedule for a Report Template</h2>
-name="_Toc42540375"></a><a name="_Toc47530346"></a><a name="_Toc47530527"></a><a+
-name="_Toc69906236">Creating a Report Template</a></h2>+
-<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>To create a+<p style='font-size:11.0pt;font-family:"Open Sans"'>The Report Template module lets you create a new schedule for the report templates. </p>
-Report Template, follow the steps given below:</p>+
-<ol style='margin-top:0in' start=1 type=1>+<h2 style='color:#556B2F;font-size:22.0pt;font-family:"Open Sans"'>Viewing Properties of a Report Template</h2>
- <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:+
- 0in;line-height:110%'>In the navigation panel, click <b>Report Templates</b>.</li>+
- <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:+
- 0in;line-height:110%'>Click <b>New Template</b>.</li>+
-</ol>+
-<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;+<p style='font-size:11.0pt;font-family:"Open Sans"'>To view the properties of Report Template, follow the steps given below:</p>
-margin-left:.5in;line-height:110%'>New Template screen appears.</p>+
-<p class=MsoNormal align=center style='margin-top:12.0pt;margin-right:0in;+<ol >
-margin-bottom:12.0pt;margin-left:0in;text-align:center;line-height:110%'><img+ <li style='font-size:11.0pt;font-family:"Open Sans"'>Select the Report Template whose properties you want to view.</li>
-border=0 width=609 height=370+ <li style='font-size:11.0pt;font-family:"Open Sans"'>Click <b>Properties</b>. Properties screen appears.</li>
-src="eScan_Corporate360_UserGuide_revised_files/image280.jpg"></p>+
- +
-<ol style='margin-top:0in' start=3 type=1>+
- <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:+
- 0in;line-height:110%'>Enter a name for the template.</li>+
- <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:+
- 0in;line-height:110%'>Select a report enter.</li>+
</ol> </ol>
- +<br>
-<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;+<table class=MsoNormalTable border=1 cellspacing=0 cellpadding=0 style='background:#DBE5F1;border-collapse:collapse;border:none'>
-margin-left:.5in;line-height:110%'>Depending upon the report enter, the+
-additional setting varies.</p>+
- +
-<ol style='margin-top:0in' start=5 type=1>+
- <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:+
- 0in;line-height:110%'>After making the necessary selections/filling data,+
- click <b>Save</b>.</li>+
-</ol>+
- +
-<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;+
-margin-left:.5in;line-height:110%'>The template will be created according to+
-your preferences.</p>+
- +
-<h2 style='margin-bottom:0in'><a name="_Toc39575804"></a><a name="_Toc39575805"></a><a+
-name="_Toc41679990"></a><a name="_Toc69906237"></a><a name="_Toc20322482">Creating</a>+
-<a name="_Toc20322483">Schedule for a Report Template</a></h2>+
- +
-<p class=MsoNormal style='margin-bottom:0in;line-height:112%'><span+
-style='color:black'>The Report Template module lets you create a new schedule+
-for the report templates. To learn more, </span><a href="#_Report_Scheduler">click+
-here</a><span style='color:black'>.</span></p>+
- +
-<span style='font-size:24.0pt;line-height:115%;font-family:"Open Sans",sans-serif;+
-color:#1F4E79'><br clear=all style='page-break-before:always'>+
-</span>+
- +
-<h2 style='margin-bottom:0in'><a name="_Toc41679991"></a><a name="_Toc69906238">Viewing+
-Properties of a Report Template</a></h2>+
- +
-<p class=MsoNormal style='margin-bottom:0in;line-height:112%'><span+
-style='color:black'>To view the properties of Report Template, follow the steps+
-given below:</span></p>+
- +
-<ol style='margin-top:0in' start=1 type=1>+
- <li class=MsoNormal style='color:black;margin-bottom:0in;line-height:112%'>Select+
- the Report Template whose properties you want to view.</li>+
- <li class=MsoNormal style='color:black;margin-bottom:0in;line-height:112%'>Click+
- <b>Properties</b>. Properties screen appears.</li>+
-</ol>+
- +
-<p class=MsoNormal align=center style='margin-top:12.0pt;margin-right:0in;+
-margin-bottom:12.0pt;margin-left:0in;text-align:center;line-height:112%'><span+
-lang=EN-IN><img border=0 width=670 height=269+
-src="eScan_Corporate360_UserGuide_revised_files/image281.png"></span></p>+
- +
-<table class=MsoNormalTable border=1 cellspacing=0 cellpadding=0+
- style='background:#DBE5F1;border-collapse:collapse;border:none'>+
<tr> <tr>
<td width=47 valign=top style='width:34.9pt;border:solid windowtext 1.0pt; <td width=47 valign=top style='width:34.9pt;border:solid windowtext 1.0pt;
padding:0in 5.4pt 0in 5.4pt'> padding:0in 5.4pt 0in 5.4pt'>
- <p class=MsoNormal style='margin-bottom:0in;line-height:112%'><b><span+ <p style='font-size:11.0pt;font-family:"Open Sans"'><b><span
style='color:black'>NOTE</span></b></p> style='color:black'>NOTE</span></b></p>
</td> </td>
<td width=570 valign=top style='width:427.35pt;border:solid windowtext 1.0pt; <td width=570 valign=top style='width:427.35pt;border:solid windowtext 1.0pt;
border-left:none;padding:0in 5.4pt 0in 5.4pt'> border-left:none;padding:0in 5.4pt 0in 5.4pt'>
- <p class=MsoNormal style='margin-bottom:0in;line-height:112%'><span+ <p style='font-size:11.0pt;font-family:"Open Sans"'>Depending upon the Report Template enter, the Properties varies.</p>
- style='color:black'>Depending upon the Report Template enter, the Properties+
- varies.</span></p>+
</td> </td>
</tr> </tr>
</table> </table>
- +<br>
-<p class=MsoNormal style='margin-bottom:0in;line-height:112%'><span+<ol start=3>
- +<li style='font-size:11.0pt;font-family:"Open Sans"'> After making the necessary changes, click <b>Save</b>.<br>
-<h2 style='margin-bottom:0in'><a name="_Toc20322480"></a><a name="_Toc33634333"></a><a+The Report Template's properties will be updated.</li>
-name="_Toc42540376"></a><a name="_Toc47530347"></a><a name="_Toc47530528"></a><a+
-name="_Toc69906239">Deleting a Report Template</a></h2>+
- +
-<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>To delete a+
-Report Template, follow the steps given below:</p>+
- +
-<ol style='margin-top:0in' start=1 type=1>+
- <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:+
- 0in;line-height:110%'>Select the template you want to delete.</li>+
- <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:+
- 0in;line-height:110%'>Click <b>Delete</b>.</li>+
</ol> </ol>
 +<h2 style='color:#556B2F;font-size:22.0pt;font-family:"Open Sans"'>Deleting a Report Template</h2>
-<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;+<p style='font-size:11.0pt;font-family:"Open Sans"'>To delete a Report Template, follow the steps given below:</p>
-margin-left:.5in;line-height:110%'>A confirmation prompt appears.</p>+
-<ol style='margin-top:0in' start=3 type=1>+<ol >
- <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:+ <li style='font-size:11.0pt;font-family:"Open Sans"'>Select the template you want to delete.</li>
- 0in;line-height:110%'>Click <b>OK</b>.</li>+ <li style='font-size:11.0pt;font-family:"Open Sans"'>Click <b>Delete</b>.<br>
 +A confirmation prompt appears.</li>
 + <li style='font-size:11.0pt;font-family:"Open Sans"'>Click <b>OK</b>.<br>
 +The Report Template will be deleted.</li>
</ol> </ol>
- +<br>
-<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;+
-margin-left:.5in;line-height:110%'>The Report Template will be deleted.</p>+
- +
-<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>&nbsp;</p>+
<table class=MsoNormalTable border=1 cellspacing=0 cellpadding=0 <table class=MsoNormalTable border=1 cellspacing=0 cellpadding=0
Line 158: Line 83:
<td width=47 valign=top style='width:34.9pt;border:solid windowtext 1.0pt; <td width=47 valign=top style='width:34.9pt;border:solid windowtext 1.0pt;
padding:0in 5.4pt 0in 5.4pt'> padding:0in 5.4pt 0in 5.4pt'>
- <p class=MsoNormal style='margin-bottom:0in;line-height:110%'><b><span+ <p style='font-size:11.0pt;font-family:"Open Sans"'><b><span
style='line-height:110%;color:black'>NOTE</span></b></p> style='line-height:110%;color:black'>NOTE</span></b></p>
</td> </td>
<td width=570 valign=top style='width:427.35pt;border:solid windowtext 1.0pt; <td width=570 valign=top style='width:427.35pt;border:solid windowtext 1.0pt;
border-left:none;padding:0in 5.4pt 0in 5.4pt'> border-left:none;padding:0in 5.4pt 0in 5.4pt'>
- <p class=MsoNormal style='margin-bottom:0in;line-height:110%'><span+ <p style='font-size:11.0pt;font-family:"Open Sans"'><span style='color:black'>Default Report Templates cannot be deleted. </span></p>
- style='color:black'>Default Report Templates cannot be deleted. </span></p>+
</td> </td>
</tr> </tr>
</table> </table>
- 
-<span style='font-size:26.0pt;line-height:115%;font-family:"Open Sans",sans-serif; 
-color:#222A35'><br clear=all style='page-break-before:always'> 
-</span> 

Revision as of 09:55, 4 May 2021

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Contents

eScan Version 14 (and above) Online Help

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.

    6. 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.


    NOTE

    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.


    NOTE

    Default Report Templates cannot be deleted.

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