Modifying an existing InfoEx report template

From InfoEx Help Information
Revision as of 20:00, 1 January 2014 by Pascal (talk | contribs)
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REQUIREMENTS
Permission Operation Administrator and higher
Connectivity Online only

This page describes how an existing customized InfoEx report template can be modified.

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).

Alterations to an existing report template can be preserved as a new report template without altering the existing template, or you can overwrite existing report templates with modified ones.

Step-by-Step Description

1. To modify an existing report template, load the template by selecting it from the REPORTS menu and modify its content and layout as you wish.
2.
Fig.1: Saving the modifications of an existing report template
To preserve the style of the modified reprot template, clikc on the Manage button to the right of the name label of the original report template 'Save Current View' (fig. 2).
3. Select 'Save as New' if you want to preserve both the old and new report templates. Select 'Overwrite' if you want to apply your modifications to the current report template.

Related documents

Customizing reports

[1] Click to watch a help video
[2] Click to watch a help video

Managing report templates

Viewing report templates

Map Layers

Charts

Functionality tested by

  • Jan 1, 2014: Pascal Haegeli