Report Templates

 

Templates are used to generate the PDF and RTF outputs. The Templates screen will show the list of all the templates defined for a report.

 

 

Template Name

 

Template name is the name of the Template to be created

 

Preview

 

Displays the uploaded template

 

Edit

 

This icon is used to edit the template

 

Info

 

The details of the temaplte can be seen by clicking on the info arrow.

 

Template Delete

 

Template can be deleted by clicking on the delete button.

 

Create Template

 

Template can be created by clicking on the Plus button. It navigates to a screen where in user can create a template as in the screen shot shown below.

 

 

Template Name

 

Template name is the name of the Template to be created

 

Description

 

The description field defines the purpose of creating the template

 

XML Source

 

XML Source can be of 2 types.Regular & Nested.

 

Output Types

 

PDF,RTF and HTML are the template output types. PDF and RTF are selected by default when create the template.

 

Generate RTF

 

 

Generate RTF Layout

 

Generates RTF file based on the XML

 

Generate and Upload RTF Layout

 

Generates and Uploads the RTF Layout.

 

Preview RTF

 

This button is used to preview the RTF

 

Preview XML

 

This button is used to preview the XML

 

Browse RTF

 

RTF file can be browsed from the selected path and can be upload.

 

Remove

 

By clicking on the remove button the uploaded file can be removed.

 

To continue with the tutorial, click  here