The Templates control indicates which template are used when previewing a report or designing a template, and consists of three parts:
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 Collection - defines the collection of templates shown.
 Note
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The Master Collection is selected by default when the Report Module is first started.
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 Grid - shows a list of templates in the selected collection.
Hovering over a report will show the description:
Right-clicking the grid will show the contextual menu, containing many of the functions found on the ribbon:
 Image - shows a thumbnail example of the generated report.
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How To: Filter the template list
The templates grid can be filtered using the Auto-Filter row:
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Other filter, group and sort options are possible through the column headers contextual menu.
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Click the Manage toggle on the ribbon (or right-click the grid and select Manage):
Change any details associated to any template:
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•Name - the name of the template.
Note
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This value must be unique.
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•Table - the table associated to the template, selected from the drop-down list. Changing this table after developing a template may break aspects of the template. •Category - a free-text value that groups templates in the list. •Visible - determines if the template is visible (i.e. archived) in the Data Module and Report Module. •Description - stores information about the template, and is shown when hovering over a template. |
Click the Save button to save any changes:
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