Create, remove and schedule a report template

You can save the parameters you have specified as a template, as described in this topic.
By using this template, you can immediately populate the report window with your preferred parameters, so you can run reports more quickly.
This topic also describes how to remove a report template and how to schedule a report processing.

  1. Open a report window.
  2. Specify the report parameters and run the report to check the report settings, as described in detail in: Run a report.
  3. In the report toolbar, click Parameters to view the parameters in the report window.

    You can click Parameters to toggle between the report window and the report without losing the changes made in the report window.

  4. To use this template as your default template for the current report (so that when you bring up this report window, the settings of the template are specified), select the Default check box.
  5. To share this template with other users, select the Shared check box.

    You cannot select a shared template as the default. If you select the Shared check box, the Default check box becomes cleared and unavailable for editing.

  6. Click Save template.
  7. In the Enter template name dialog box, which opens, type the name of the new template.
  8. Click OK.

If you have saved the template as the default, when you open the report window, the template is already selected and the system automatically fills in the selections of the template.
If you have not saved the template as the default, you can select it in the Template field and the system fills in the selections of the template.

  1. Open a report window.
  2. In the Template field, select the report template that you want to remove.
  3. On the report window toolbar, click Remove template.

After removing a template, it disappears from the Template field.

  1. Open a report window.
  2. In the Template field, select the report template that you want to schedule.
  3. In the report window toolbar, click Schedule template.
  4. In the Select schedule name dialog box, which opens, click OK to open the Automation schedules (SM205020) (SM205020) window.
  5. In the Automation schedules (SM205020) (SM205020) window, add a new schedule for the report, as described in Schedule processing.

After you have added a schedule for the report processing, the system will send the report with the parameters specified in the template according to the schedule settings.