Create a New Report Definition Template

A Report Definition Template is a report definition which contains general items related to a report layout, but unlike non-template report definitions:

• It is not linked to a data source.

• It does not contain data fields.

Report Definition Templates are used for previewing a data source. Template-type report definitions can be used when printing "on-the-fly" data results (such as those found in query results). They can also be used as a basis for creating future reports from data sources.

To create a new Report Definition Template, follow these steps.

1. Go to Reports > New.

2. Enter a Name for the report definition, such as "Query Results View Template".

3. Enter a Description for the report definition.

4. In the Segment drop-down menu, select the segment in which this report definition should reside.

5. In the Type drop-down menu, select Template. The Data Source field will be removed from the Main tab.

6. If necessary, select a Category and Sub Category for the report definition.

7. In the Status drop-down menu, select Active.

8. Click Save.

9. When the screen changes to the Report Definition Edit screen, select the Report Layout tab.

10. The report layout is blank, since this is a template, although the Page Header and Detail sections will be filled in when the report is generated. If there are other elements you want on the report, add them to the layout. You can also add general text formatting, per section, by selecting the section title and then the formatting.

11. Click Save to finalize your report definition.