Create a template using the... (Reporting)
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Create a template using the Report Wizard

The Report Wizard guides you through the configuration steps required for creating a basic report template. You can access all of the item properties and most of the report properties also after finishing the Report Wizard.

Prerequisites

To be able to carry out the procedure as described, you need the privilege Data Processing > Print results reports. Privileges are configured in the Control Panel.

  1. Optional: In the navigation pane of the Reporting view, select the data you want to use for developing your template.

  2. In the Home ribbon tab, select the Editor layout.

  3. Minimize the navigation pane to have more space for the Report Editor window.

  4. In the Home ribbon tab, open the submenu of the New Template button , then select New Template via wizard.

    5. The Report Wizard dialog opens.

  5. Select the basic report properties.

    1. Select the required report type.

    2. Select the required result table type.

      • Table: The results are presented as a table (dynamic number of rows, fixed number of columns).

      • Matrix: The results are presented as a matrix (dynamic number of rows and columns).

    3. Select the page size. If required, you can manually change height, width, and margins.

    4. Select the required paper orientation.

    5. Select the data versions that will be shown in the report.

      • Current: Only the latest measurement data is shown.

      • All: All versions of data for a sequence are taken into account.

    6. Click Next > to continue.

  6. Select the required header fields.

    1. Double-click the required data field in the Available Fields tree.

      2. or Select the field and click .

    2. To change the order of the selected fields, click or .

    3. Click Next > to continue.

    7. These fields will appear as data fields at the top of the report template body. The range of available fields depends on the previously selected report type.

  7. Configure the properties of the table or matrix.

  8. If required: Select the Use Trend Chart check box to include a chart in your report template. Select one of the predefined charts from the drop-down list, and configure the properties of thetrend chart.

  9. Click Finish >>| to close the wizard and create the template according to the selected options.