Create Custom Report Template

A customized report template is based on a standard report template. In a standard report template, all settings are fixed and cannot be modified, while in a customized report template, you can set which items in the report will be included and how the report will look.

Important notes when creating a custom report template.

• To specify report generation date, closing day, start date, and end date, see for examples in Examples of Reports Date Range.

• Depending on the parameter, you can select Lock this selection to lock the setting and make it read-only. If you enable Lock this Selection for any of the options, these settings cannot be edited when you create a Report Task that uses this template.

• Columns displayed in the reports are configured by changing Columns to Include.

There are two steps to create a custom report.

Order	Instructions
	Create a Custom Template.
	Set Custom Report Parameters.

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Create a Custom Template

1. Login as an admin with reports privilege.

2. Go to the Reports section and expand Report Templates.

3. Select a Report Category. Report templates are categorized based on their purpose. Please select the category that contains the targeted standard or custom report template.

4. From the list of report templates, select the report template which will be used as the basis of your custom report template. The report template can be a standard or custom report template.

   The parameters of the custom report that you will be creating will depend on the base template you select.

5. Click [Create Custom Report]. A similar screen is shown below.

   

6. Enter the custom report template name. The name must not be a duplicate of an existing report template.

7. (Optional) Input the description of the custom report template.

8. Check the Base Template if correct. The base template should be the template selected in step # 4. If this is not the base template you want, please go back to step #4 and select the desired base template.

9. Click [Next].