How to create a new Template
You can find the Create New Template button in the Report Administration ribbon.
create new Template by choosing New Report Option and choosing to Create a new Template
The Wizard will guide you through the steps to create an empty Template. The Template Settings tab consists of the following fields.
Name | Description | Mandatory |
|---|---|---|
New Template Name | Yes | |
Help Text | Additional | No |
Also Create a Report | Automatically create a Report From the Template | Yes |
New Report Name | Name of the Report (applicable if chosen to create a Report) | Yes |
Select a Source Systems | Select a Source System for the Report to get it's data from (applicable if chosen to create a Report) | Yes |
The Menu & Authorization tab is only used if you have chosen to create a report. In this tab you select the following:
- Select a Menu to contain the report
- Select which User Groups have access to the Report
To copy an existing free format template, use the context menu of the free format template and select Copy.
Design Mode
Introduction
You can Format a Free Format Template in Design Mode. Design Mode is Turned on by clicking the Edit Layout in the Layout Ribbon.
Add / Edit / Delete Controls
In the Design Mode you can Add, Edit and Delete Controls.
- Add: To add a Control click the desired Control and enter the Basic Parameters. Read more about these parameters in the available Controls Section
- Edit:
- Change Properties: Right click the Control to select Properties... Here you can change the Name, the size and if it should Show a Border.
- Move Control: Just drag the control to its destination.
- Delete: Right click the Control to select Remove
Available Controls
Control | Description |
|---|---|
The Table Control allows you to enter a (Multi-Column) Table | |
Bars And Lines Chart | |
Comment | The Comment Control provides the Comments & Narratives Functionality |
The Bridge shows the positive or negative contribution of a region or any analytical dimension member to the deviation between two categories for an account. | |
Pie Chart | |
Gauge Chart | |
Multiple Scenario Chart | |
| Value Tree | Value tree |
Allows to insert a separate item selector which can be for multiple controls at once | |
With the use of the Browser Control you can enter a web element. (E.g. Web page, a picture, etc.) | |
Container | A Container "Contains" the Controls used in the template. A container can be used for one control or can hold several controls (All controls come with their own Container). It is normal to send the container to the back of all the controls that you want to appear to be sat within the container. this can be useful to display linked controls and separate them from other controls. |
Show the precision and scale for the report and allow the user to change the settings when running the report | |
| Application Info | Display the name of the Application (which is set within the Application settings within the Design Studio) , also the date that the Data was last refreshed for the application and a link to information about CXO Cockpit. Example DEMO, REFRESHED: 01/04/2014 09:26:24 INFO |
The Label Control is used to enter any text (Not changeable in the cockpit itself), The label can contain simple text ( or HTML if selected) and references to dimensional information, data cells and any other available static indicators. Dimensional Information is referenced as XXX where XXX equals the Dimension see Dynamic Label Expressions. Data cells can be referenced from an associated list defined within the parameter dat for the label and are referenced as [DATA][X]] where X equals the index for the data element eg 1 = first row of the selected list. Static indicators include the following
| |
Link to Report | The Report Link Control is used to navigate to a different report from the current report |
Display News Items |
Template / Report Parameter
You can set all Parameters per Control. In order to recognize which parameter belongs to which control, every Template Parameter or Report Parameter is preceded by the name of the control. The name is made up of the type of the control and a number.