Template Manager

This provides information on how to use the provided functionalities to create, delete, edit, and export report template.

Folder Management

The Template Manager requires the creation of folder for report template organization. Follow these instructions to manage folders for report templates.

Creating a New Folder

Follow these instructions to create a new folder:

1. Click the New Folder button.

   The Create New Folder dialog should appear.

2. Type the desired name for the folder to be created.

3. Click Create to continue.

   

   Create Folder

   Notice that the Folder dropdown includes the newly created folder.

Renaming a Folder

Follow these instructions to rename a folder:

1. Click the Rename button.

   The Update Folder dialog should appear containing the name of the folder to rename.

2. Update the following name as desired.

3. Click Update to apply the changes.

   

   Rename Folder

   Notice that the list now contains the updated folder name.

Deleting a Folder

Follow these instructions to delete a folder:

1. Click the Delete button.

   A warning message should appear confirming the deletion of the folder.

2. Click OK to continue.

   

   Delete Folder

   Notice that the list doesn't include the deleted folder name.

Template Management

The Template Manager contains functionalities for creating, viewing, and deleting report templates. To utilize these functionalities, follow these instructions.

Saving a Template

Follow these instructions to save the current report created in the Table and Chart View as a report template:

1. Click Save Template button.

   The Create New Template dialog should appear.

2. Type the desired name for the template to be created.

3. Click Save Template to continue.

   

   Save Template

   Notice that the template list includes the newly created template.

Loading a Template

Follow these instructions to load a specific template:

1. Choose among the available report templates.

2. Click the Load Layout button.

   

   Load Template

   The Table and Chart views should be reuploaded with the layout of the selected template.

Deleting a Template

Follow these instructions to delete a specific template:

1. Choose among the available reports to update.

2. Click the Delete button.

   A warning message should appear confirming the deletion.

3. Click OK to continue.

   

   Delete Template

   Notice that the list doesn't include the deleted template.

Exporting a Template

Follow these instructions to export specific template to various format.

1. Choose among the available templates.

2. Choose among the available file formats.

   Format	Description
   CSV	Comma Separated Values format
   Excel	Microsoft Excel format
   Pdf	Portable document format
   Mht	Web page archive saved by browser (MIME HTML)
   Rtf	Rich text format
   Html	Hypertext Markup Language file format
   Image	PNG file format
   Test	Text file format

   Template Export Format

3. Click the Export button.

   

   Export Template

   The exported file should be downloaded automatically.