10.2. Report Templates

10.2. Report Templates
	Chapter 10. Configure

10.2.1. Action
10.2.2. Report Templates Details

On the Report Templates page, user-defined report templates can be created, edited, cloned and reports can be generated in PDF or Excel format.

	Note
	The predefined report templates are not editable and should be cloned for editing.

Figure 10.2. The “Report Templates” Page

The table shows the following values:

Additional Information	A tooltip appears when the cursor is placed over the icon shown here.
Name	The name of the report template.
Description	The description of the report template.
Revision	The revision of the report template.
Status	The status of the report template (draft, approved).
Format	The output format of the report (PDF or Excel).
Action	The executable actions.

	Note
	The Additional Information column indicates whether a report template is locked for editing.

10.2.1. Action

The following actions can be performed in the action column:

Create the report as a PDF file.
Create the report as an Excel file.
Edit
Duplicate
Delete

If a report is to be generated that requires the input of parameters, a dialog opens. After confirmation with OK the report is generated. The button remains locked if mandatory parameters are missing user input. The Cancel button cancels the action.

Figure 10.3. Generating a Parameterized Report

	Note
	Clicking the New button opens the page Report Templates Details. ( Figure 10.4).

10.2.2. Report Templates Details

On the Report Template Details page, the name and description of the report template can be specified. A valid script and layout template must also be specified. The script and layout template can be edited directly in the text area or uploaded as an external file. In the Revisions tab, older versions of the report can be restored and differences to a previous version can be listed.

Figure 10.4. The “Report Details” Page

	Integrated Syntax-Check
	To be able to save the report template, the script and the layout template must not contain any syntactical errors. This is checked before saving.

Detailed information about creating user-defined reports is available in Section 11.2, “Creating a Report Template”.