Folder Tree

Info Center > Configure & Design > Report Templates

Report templates are organized into a single folder tree in the middle pane underneath a Template cabinet. Use the following options to manage report templates in this folder tree.

Note: The categories you see when creating a new report definition are based on the top-level folders in the Report Templates folder tree. By default a top-level folder is created for each installed module.

Always Available

(Apply Filter) - Enter text in the filter edit box, then click the funnel icon to apply filtering to the folder trees. Filtering is case-insensitive. Match occurs if filter text is found anywhere in the folder trees.

When the Templates Cabinet is Selected

• Collapse All - Collapses all branches of the folder tree.
• Expand All - Expands all branches of the folder tree.

When a Folder is Selected

A folder for each installed module has been created for you. You can use these or create your own.

• Add Folder - Adds a report template folder with a specified name.
• Add - Adds a report template in the selected folder.
• Share - Shares a folder with user roles and individual users. See guidelines for share rights to objects within folder trees in the Folder Rights topic.

When a Template is Selected

• Add - Adds a new report template in the selected folder.
• Edit - Edits a selected report template.

  Note: System report templates cannot be edited or deleted but can be copied.

• Delete - Deletes a selected report template.
• Rename - Renames a selected report template.
• Publish / Unpublish - Toggles between these two states. Clicking Publish enables a report template to be used to create a report definition. Clicking Unpublish prevents a report template from being used to create a report definition.
• Copy - Creates a copy of an existing report template.
• Preview - Generates a report for the current user only, based on a selected report template.