Saving a report as an InfoEx report template

REQUIREMENTS
Permission	Operation Administrators and higher
Connectivity	Online only

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

Background

The InfoEx system allows users to fully customized InfoEx reports with respect to content (dates, locations, observation types, observation parameters, and observation characteristics) and layout (order of tables, grouping of observations, sorting of observations, report format).

The style of the resulting report can be saved as a template that can be used for future use. You need to be an Operation Administrator to be able to save report templates.

The resulting templates can be access directly via the REPORTS menu or the report workflow module to improve the efficiency of information visualization and interpretation.

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.

Functionality tested by

• Jan. 1, 2013: Pascal Haegeli