Modifying an existing InfoEx report template

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Permission All user levels
Connectivity Online only

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


InfoEx 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.
Fig.1: Menu for managing report templates
To preserve the style of the modified report template, click on the Manage button to the right of the name label of the original report template (Fig. 1).

You have two options for saving the new report template:

  • Save As New
    Choose this option to save the new template under its own name and preserve the old template.
NOTE As an Operation Administrator or Super User, you can choose whether you want to save the new template as a personal report that only you have access to or as a operation report that is accessible to everybody in your operation.
  • Overwrite [Name of old template]
    Choose this option to save the new template under the current name and delete the old template.
Fig.2: Naming the new InfoEx report view
If you select to save the template under a new name, select a descriptive name for the new report template and click on Ok to save the template (Fig. 2).
4. The definition of the new report template has now been saved to the server and is immediately available under the REPORTS menu. You can also use the template through the report workflow module and subscribe to have it emailed to you as a PDF report.

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


Functionality tested by

  • Jan 1, 2014: Pascal Haegeli