Creating a scheduled report template

Two report templates are available by default. You can create your own templates as needed.

To view your available scheduled report templates, click Reports and click the Scheduled Templates tab.

The following buttons are available on the top of the Scheduled Templates tab:

• Click Add to add a new scheduled report template.

• Choose a template and click Copy to make a copy of the existing scheduled report template. Click the new template to make modifications.

• Choose a template and click Delete to delete a scheduled report template. If you delete a template, you need to assign a replacement template.

To create a scheduled report template:

1. Click Reports > Scheduled Templates .

2. Click Add. The Create Template dialog is displayed.

   • Name is a unique name for the template.

   • Title Page Text is used for the title of the report generated by this template.

   • File Format provides options between PDF or CSV.

3. Construct your report template by choosing and placing the types of data you want to be included.

   • Click Add Page to add report types to the template. Choose specific report types for each page.

   • Data Field shows the type of data that is displayed.

   • If applicable, choose what type of chart to use for the data from the Chart Type list.

   • If applicable, choose the time frame for the data from the Time Period list.

   • Click Delete Page to remove the selected row from the template.

   • Use the Up/Down arrows to reorder the rows.

4. When done, click Create.

Your template can be used to schedule a report. For more information, see Scheduling a report.