Adding Custom Templates

Custom templates allow greater flexibility for report generation than previous versions of Control Manager templates. Custom templates directly access the Control Manager database, providing users the opportunity to create reports based on any information the Control Manager database contains.

Adding a Custom template requires the following steps:

  1. Step 1: Access the Add Report Template Screen and Name the Template
  2. Step 2: Specify the Template Component to Add to the Report Template
  3. Step 3: Specify the Data View for the Template
  4. Step 4: Specify the Query Criteria for the Template
  5. Step 5: Specify the Data to Appear in the Report and the Order in Which the Data Appears
  6. Step 6: Complete Report Template Creation