Building/Editing the Widgets of a Report Template

This page appears soon after you click the Add Widget button in the Config Report Template(<name of template >) pop-up window. This page will also appear when you click the Modify icon from the eG Custom Reports page that appears when you navigate through the menu sequence: Reporter -> Custom Reports.

By default, this page lists the name of the report template that you have created in the left top corner. The widgets that you have previously added to the report template will also be listed in this page.

To add a new widget of your choice, click the Add More widget icon(‘Plus’ icon) available next to the name of the template.

If you have navigated to this page by clicking the Modify icon against a report template from the eG Custom Reports page, an additional icon will appear. Clicking this icon will lead you to the Create New Template pop up window where you will be allowed to edit the Description of your report template.

Clicking the icon will lead you to the Widget Configuration pop up window which will display the details of all the widgets configured for the chosen report template.

You can even edit a widget that has been previously added to the report template. To edit the widget, do the following:

• To edit the name of the widget, double tap on the pre-existing widget name. A text box will then appear. You can key in the name of the widget according to your choice in this text box.

• Clicking the icon in the center of the widget or clicking the Settings icon in the top right corner of the widget will lead you to Config Report Template pop up window using which you can reconfigure the widget.

• To change the color palette of the graph that is generated for the chosen widget, click the Change color palette icon in the top right corner of the widget. A drop down window listing a few color palettes will then appear. Clicking on the color palette of your choice will apply the same palette to the graph that is to be generated for the chosen widget.

• To remove a widget from a report template, simply click the ‘X’ icon in the top right corner of the widget.

Clicking the Back button will lead you to the eG Custom Reports page.

Clicking the FINISH TEMPLATE button in this page will create a new report template in case you are creating a new template or clicking the UPDATE TEMPLATE button will modify the template according to your requirements. Upon clicking this button, the EG CUSTOM REPORT pop up window will appear with a message stating that the report template was created/updated successfully. Click Yes in the EG CUSTOM REPORT pop up window if you wish to generate the report based on the created/updated report template. To know how to configure the criteria for generating the report, click here. Clicking the No button will lead you to the eG Custom Reports page.