Creating a New Report Template
Creating a new report template begins with Incident Owners, Data Managers, GA Editors, and National Editors creating the report template itself. After you create and save a template, you enter content into the report template by editing the report template using the Template Editor. If the Report Template you create is marked personal, the Report Template does not display in the Template List. If you mark the Report Template as visible, users with the proper privileges can edit properties, edit content, copy, and/or delete the template.
To create a new Report Template:
- Select an Incident from the Incident List.
- Click View Information.
- Click the tab. The Report List page appears.
- Click Create. The Create a New Report page appears.
- Type the report name. The report name cannot contain an apostrophe or backslash.
- Select the report type.
- Click Create. A message appears saying the template is created. Click Return to return to the Report List. If the Create button is disabled, you do not have privileges to create a new report template for this incident.
- Type a report template name that does not exceed 64 characters.
- Select Visible or Personal Use.
- Type a template tooltip that summarizes the template purpose for others.
- Type a description, if appropriate.
- Select a Geographic Area, Agency, and Unit, if you are a Data Manager, GA Editor, or National Editor. If you are an Incident Owner, these fields are disabled to you and will be completed by a Data Manager, GA Editor, or National Editor.
- Click Save to save the report template and return to the Report List, or click Return to return to the Report List.
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Last updated on 5/20/2013 12:19:26 PM.