Step 3: Specify the Data View for the Template

  1. Click Edit on a report template element.

    The Edit <Report Template Element> Step 1: Data View screen appears.

    Note:

    For every component except Static text, the Edit <Report Template Element> Step 1: Data View screen appears. The Edit link in Static Text opens the Edit Static Text screen.

  2. Select the data to query from the Data Views area.

    For more information on Data Views, see Understanding Data Views.

  3. Click Next.

    The Step 2: Set Query Criteria screen appears.