Report Management Help >> Operation Guide >> Custom Report Management >>Add Custom Report Management

Add Custom Report Template

Perform this task to add a custom report template.

The system predefines data sets to select for custom templates. A data set includes data column, chart, and filter parameter information. These information is known as metadata of custom report templates.

Procedure

1. Click the Report tab. From the navigation tree, select Custom Report > Add Custom Template.
2. Enter the template name and description, select operator groups that can access the template, and then click Next.
3. Select a data set type and a data set, and click Next.
4. Drag data columns and charts from the left area to the design area, and add filter parameter as needed.
5. Click OK.

Remarks

• Access to a custom template depends on the Access Right field. If a maintainer adds a template that is accessible only to the administrator group, the maintainer cannot access the template after it is created.
• When you add a template, the template name and the title of the custom report cannot exceed 20 characters.

Related Topics

• Modify Custom Report Template
• Delete Custom Report Template