Saving a report as an InfoEx report template

REQUIREMENTS
Permission	All user levels
Connectivity	Online only

This page describes how a customized report template can be saved for future use.

Background

Reports can be customized by selecting date ranges, locations, observations, and by preferred ordering and layout.

The style of the resulting report can be preserved and duplicated for future reports. The resulting templates can be used to streamline workflows and improve the efficiency of information visualization and interpretation.

The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation) and you have selected 'Reports' on the main application menu.

Step-by-Step Description

1.	Fig.3: Saving the InfoEx report as a view To preserve a report (including the tables, dates, locations, and applied filters) select the down arrow beside the report name (fig. 3). You can create and name a new report by selecting 'save current view' and 'save as new'.
2.	Fig.4: Naming the new InfoEx report view Select a descriptive name for the InfoEx report and select Ok (fig. 4). The report view is now saved and available on the list of report views that appears when you select the down arrow beside the report name.

Related documents

• Link to relate document 1
• Link to relate document 2

Functionality tested by

• Date: Oct. 29: John Kelly / QA Server / Test Version 0.32.00)