Creating a New Custom Report Template

This pop up window appears when you click the Create New Template button in the eG Custom Reports page.

To create a new template for generating custom reports, specify the following:

• Template Name: Specify the name of the template.

• Description: Here, provide a brief description of the new template.

• Sharing: Indicates whether or not you want to share the new template with other users, and if so, what should be the level of sharing. For this, click on any of the following options from the Sharing section. By default, the Private option is chosen from this section.

  • Private: Indicates that the user building the template is alone authorized to view/modify/delete the template. This is the default option.

  • Public: Allows all users to the eG Enterprise system to view (not modify/delete) the template that is being created.

  • Share to: You can select this option to share the template with specific users of eG Enterprise. From the Share to - Available Users list that then appears, select the users with whom you want to share the template by clicking the check box preceding each user.

Clicking the CREATE button will lead you to the Config Report Template (<name of template specified against Template Name>) pop-up window using which you can configure the widgets for the template. To know how to configure the widgets for the report template that is to be created, click here.