# 4. New Template

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW138838860 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0" data-ccp-parastyle="heading 1">New Template</span><span class="NormalTextRun SCXW138838860 BCX0" data-ccp-parastyle="heading 1">:</span></span><span class="EOP SCXW138838860 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/XhJimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/XhJimage.png)

<span class="EOP SCXW138838860 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk-template-name%3A-to-de"><div dir="auto"><div class="ListContainerWrapper SCXW138838860 BCX0" id="bkmrk-template-name%3A-to-de-1">1. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Template Name:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To define the template name.</span></span>
2. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Category:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To select the category for which the report needs to be generated.</span></span>
3. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Mapped Action:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> Select the mapped action from the </span><span class="NormalTextRun SCXW138838860 BCX0">drop-down</span><span class="NormalTextRun SCXW138838860 BCX0"> list. </span></span>
4. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">New:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To create a new template.</span></span>
5. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Browse Icon:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To upload a file from the device or server.</span></span>
6. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Save Icon:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To save file / save as to device or to server.</span></span>
7. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Widgets: </span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">To provide flexibility to Users to select the formats to display the data.</span><span class="NormalTextRun SCXW138838860 BCX0"> Ex: Table, Chart </span><span class="NormalTextRun SCXW138838860 BCX0">etc</span><span class="NormalTextRun SCXW138838860 BCX0">.</span></span>
8. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">View:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> User view options are displayed in the list. The options are Header, Footer, Grid Lines, Snap to Shape, Full Screen.</span></span>
9. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Preview:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To preview the </span><span class="NormalTextRun SCXW138838860 BCX0">report </span><span class="NormalTextRun SCXW138838860 BCX0">template</span><span class="NormalTextRun SCXW138838860 BCX0">.</span></span>
10. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Settings Icon:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To do settings as </span><span class="NormalTextRun SCXW138838860 BCX0">required</span><span class="NormalTextRun SCXW138838860 BCX0">. Ex: Basic settings, margin, background image etc.</span></span>
11. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Data Base Icon:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To create new data source &amp; new data sets.</span></span>
12. <span class="NormalTextRun SCXW138838860 BCX0">**Filter Parameters:** </span><span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">To add filter parameters </span><span class="NormalTextRun SCXW138838860 BCX0">required</span><span class="NormalTextRun SCXW138838860 BCX0"> for report extraction.</span></span>
13. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Image Manager:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To add images.</span></span>
14. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Cancel:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To cancel the report creation process.</span></span>
15. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Save as Draft:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To save a </span><span class="NormalTextRun SCXW138838860 BCX0">template </span><span class="NormalTextRun SCXW138838860 BCX0">as draft.</span></span>
16. **<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0">Save:</span></span>**<span class="TextRun SCXW138838860 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0"> To save the </span><span class="NormalTextRun SCXW138838860 BCX0">template</span><span class="NormalTextRun SCXW138838860 BCX0">.</span></span><span class="EOP SCXW138838860 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div>#### <span class="TextRun SCXW138838860 BCX0" data-contrast="none" lang="EN-US" style="color: rgb(35, 111, 161);" xml:lang="EN-US"><span class="NormalTextRun SCXW138838860 BCX0" data-ccp-parastyle="heading 2">Template View:</span></span><span class="EOP SCXW138838860 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Lwwimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Lwwimage.png)

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