Configure reports
Reports and report templates can be created, edited, cloned, and deleted. You can also import and export report templates. New content can be added to and organized on a template, including: new sections, three levels of headings, text boxes, images, charts, and line and page breaks.
To create a new report:
1. In the Reports tab, right-click on Reports in the tree menu.
2. Under the Report heading, select Create New.
The Create Report page opens.
3. Configure report settings. For more information see
Figure 258.
4. Select Apply to save the settings. The Edit Report page opens for the new report.
6. Configure the report schedule. For more information, see
“Schedules”.
8. Select Apply to save the report template.
To clone a report:
1. Right-click on the report you would like to clone in the tree menu and select Clone.
The Clone Report Template dialog box opens.
2. Enter a name for the new template, then select OK.
A new template with the same information as the original template is created with the given name. You can then modify the cloned report as required.
To delete a report:
1. Right-click on the report template that you would like to delete in the tree menu, and select Delete under the Report heading.
2. In the confirmation dialog box, select OK to delete the report template.
