Custom Templates

The Custom Templates screen provides a list of all available custom report templates. Control Manager provides pre-defined custom templates for you to use. You can copy a pre-defined template to edit or create a new template by selecting and configuring specific report elements.

Note:

Custom templates use data views to define the scope of the report data.

For more information about report data views, see Data Views.

The following table outlines the available tasks on the Custom Templates screen.

Task

Description

Add new custom templates

Click Add to create a new custom template.

For more information, see Adding or Editing Custom Templates.

Delete custom templates

Select an existing template and click Delete.

Edit custom templates

Click the Name of an existing template to edit.

For more information, see Adding or Editing Custom Templates.

Copy custom templates

Select an existing template and click Copy. Control Manager adds a new template to the list using the following naming:

Copy of <original_template_name>

For more information, see Adding or Editing Custom Templates.

Import custom templates

Click Import to import a properly formatted XML report template into Control Manager.

Export custom templates

Select an existing template and click Export. Control Manager exports the template in XML format.