Using a Report Template

Reports are based on data sources and report templates. The data source determines the set of items which you then receive in a report. The report template defines the layout and the visual appearance of the item data.

Report templates take a list of items and format them in the manner defined in the template. Most of the templates provided create PDF documents.There are examples of reports with and without change history, grouping, localization, and even charts.

To view a result set using one of the templates on the server, follow the following steps:

• Create a result set with a filter. You can use any of the predefined filters.

• You will see the item overview. Click the “Export” icon in the toolbar.

• You will see a list of available report templates. Hover over the report name to see a preview of what the report will look like.

• Click the “Run” icon in the “Action” column of the report template you want to use. A new window will open with your set of items formatted according to the report template.

If you go directly to the list of templates (Reports …) and click on the “Execute” icon, the last set of items that appears in the Items List will be taken for the report. So if you want to try multiple report templates, you don’t have to run the query over and over again.