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4. New Template

New Template: 

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  1. Template Name: To define the template name.
  2. Category: To select the category for which the report needs to be generated.
  3. Mapped Action: Select the mapped action from the drop-down list. 
  4. New: To create a new template.
  5. Browse Icon: To upload a file from the device or server.
  6. Save Icon: To save file / save as to device or to server.
  7. Widgets: To provide flexibility to Users to select the formats to display the data. Ex: Table, Chart etc.
  8. View: User view options are displayed in the list. The options are Header, Footer, Grid Lines, Snap to Shape, Full Screen.
  9. Preview: To preview the report template.
  10. Settings Icon: To do settings as required. Ex: Basic settings, margin, background image etc.
  11. Data Base Icon: To create new data source & new data sets.
  12. Filter Parameters: To add filter parameters required for report extraction.
  13. Image Manager: To add images.
  14. Cancel: To cancel the report creation process.
  15. Save as Draft: To save a template as draft.
  16. Save: To save the template. 

Template View: 

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