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Template Manager

This provides steps on using the provided functionalities to create, delete, and edit report template.

Folder Management​

The Template Manager requires folders to organize report templates. Follow these instructions to manage report template folders.

Creating a New Folder​

Follow these instructions to create a new folder:

  1. Click the New Folder button.

    The Create New Folder dialog will appear.

  2. Type the desired name for the folder you want to create.

  3. Click Create.

    Create Folder

    Create Folder

    Notice that the Folder drop-down list includes the newly created folder.

Renaming a Folder​

Follow these instructions to rename a folder:

  1. Click the Rename button.

    The Update Folder dialog will appear.

  2. Update the name as desired.

  3. Click Update to apply the changes.

    Rename Folder

    Rename Folder

    Notice that the list contains the updated folder name.

Deleting a Folder​

Follow these instructions to delete a folder:

  1. Click the Delete button.

    A warning message will appear confirming the deletion of the folder.

  2. Click OK to continue.

    Delete Folder

    Delete Folder

    Notice that the list does not include the deleted folder.

Template Management​

The Template Manager contains functionalities for creating, viewing, and deleting report templates. To utilize these functionalities, follow these instructions.

Saving a Template​

Follow these instructions to save the current report created in the Table and Chart View as a report template:

  1. Click the Save Template button.

    The Create New Template dialog will appear.

  2. Type the desired name for the template you want to create.

  3. Click Save Template.

    Save Template

    Save Template

    Notice that the template list includes the newly created template.

Loading a Template​

Follow these instructions to load a specific template:

  1. Choose among the available report templates.

  2. Click the Load Layout button.

    Load Template

    Load Template

    The Table and Chart views will be reuploaded with the layout of the selected template.

Deleting a Template​

Follow these instructions to delete a specific template:

  1. Choose among the available reports to update.

  2. Click the Delete button.

    A warning message will appear confirming the deletion.

    Delete Template

    Delete Template

  3. Click OK.

    Delete Template

    Delete Template

    Notice that the list does not include the deleted folder.