Templates
Navigation bar > > Reports > Templates
User can select the characteristics of the data template.
Templates are represented by cards, it is possible to check/edit an existing template or add a new one.
Template card
By clicking on the Template card, it is possible to see the general information, such as the name and the type and other relevant features.
By clicking on , it is possible to:
-
Export the template,
-
Edit the template,
-
Delete the template.
Add a template
By clicking on the button , it is possible to create a new template to manage the reports, that can be customized by the user by selecting different features, layouts, formats, data characteristics and variables.
check the section How to create a Template to see the procedure.
-
Access the Templates tab from the multifunction bar
- Click
to open the configuration report part and fill the following fields:
|
Element |
Description |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Name |
Enter the name of the report that is going to be generated. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Report type |
Select the type of logged file to send. According to your selection, the available parameters change.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Select variables | User can check the "all variable" box or open the customized selection by clicking on Select variables | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Once the templates features has been selected, the user can:
-
Export: the report will be generated without saving the changes.
-
Save and export: the report will be generated and saved.
-
Save: the report will be only saved.
-
Cancel: he changes will be discarded.
Note: The fields marked with (*) are mandatory.