The AQX Template Setup option under NEW in the main toolbar allows users to create a specific template for each report type (if required) with default selections and/or a default report layout that are automatically selected every time a New report is opened.
For Example - Should the user want '<dictionary as selected>' placed in the first row of every New AQX Standard Report - or a set of specific Data Types to apply to all New AQX Burst Reports - they can set up a Report Template for those report types to do so.
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NOTE: The items selected and/or a report layout created in a report template are not set in stone. They can be changed/removed by the user if required. |
To Access AQX Template Setup:
- Click on the New button in the the toolbar
- Hover your mouse over AQX Template Setup at bottom of list which will open up a 2nd menu list
- Select the report type you want to create a template of.
Creating a report template
Once opened via the steps above - the report template will look exactly like a normal report but will have 'Template Setup Only' shown across the report layout and in each tab.
- Make any required selection using the tabs as per normal AND/OR create the necessary report layout. (You don't have to have a complete report layout - you can leave some areas blank and only add in the element you wish to have appear every time)
- Click on the Save button at the Report Tab.
A new template for that report type has been created. When a user goes to New and selects that type of report - it will be the report layout as designed in the template.
For Example - a template for Burst report is opened - a number of basic Burst Data Types are selected at the Data Type tab and then placed into the rows of the report layout. The report is saved to create a New Burst Report template where these data types will appear each time New>AQX Burst Report is selected. If these data types are not required for that specific report - they can be removed at report layout design time.
