the System Admin menu.
the Navigation pane, click Custom Report Template
are two ways to add a Template:
Within the tool bar directly above the Navigation
pane, click the dropdown arrow next to New. From the list, select Custom
Within the Actions pane, click the Add
New Custom Report Template link.
4. With either option the
General – Custom Report Template window opens.
Within the General Information pane, complete the following fields,
required fields are marked within an asterisk (*):
Report Template Name –
type-in the template name, be as specific as possible so when your users know
what each template is designed for
type-in a brief description of the template, your users will see both the
template name and description when selecting
Page Report When Out of Space –
click the box to insert a checkmark to allow the template to be copied to the
next page if the first page runs out of room.
! It's important to understand that if the
Page Report When Out of Space feature is utilized any cells containing report
totals/aggregates will display on each page unless you decide otherwise. The
totals displayed within the cell(s) will not reflect the totals/aggregates for
just that page but for the report in its entirety.
Top Level Data Fill Behavior –
click the dropdown arrow to access a list, from the list select one of the
following options to indicate how cairs.net manages
Duplicate Entire Record
New Row Per Record
5. At this point it is a good
idea to save your progress, within the Actions ribbon group click the Save
button to save your changes and continue working with the template