Creating a Configured Template
To create a Configured Template:
| 1. | In the side bar, select Connect Reporting > Reporting. |
The TEMPLATES tab of the Reporting page (see Figure 1) lists your Report Templates.
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Tip: |
To filter the contents of the table, click |
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, enter a string in a filter field, and press ENTER.|
Tip: |
To delete a Configured Template, select the template's check box and click Delete. |
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| 2. | In the Template Name column, select a Report Template. |
A Report opens in the workspace.
| 3. | At the top of the workspace, complete all of the filter fields by entering the desired values for the new Configured Template, and then click Submit. |
A new Report opens with the query results generated by the new filter values.
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Tip: |
If no filter fields are visible, select Show Filters. |
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| 4. | Click Save. |
| 5. | In the Save dialog, enter a Title and Description for the Configured Template, and then click Save. |
The new Configured Template is added to the CONFIGURED TEMPLATES tab.