1. Click
the System Admin menu.
2. In
the Navigation pane, click Custom Report Template
3. There
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
Report Template
·
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
·
Description –
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
·
Automatically Determine
·
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