Creating a report template
You can save report designs as report templates, allowing you to recall and use them as the starting point for a new report. In this way the basic structure of your reports, together with any special fields and shared labels is always consistent.
You can save any report that is open within Report Designer as a basic template *.stem. These templates are stored locally. To make a new template available to the Report Designer you must save the *.stem report to your My Documents folder.
Create a new report as normal. Add any generic fields or labels, for example, the positioning of page numbers, company logos and so on. Use Save As dialog. Enter a file name and ensure you add a .stem extension. Select Report Template (*.stem) from the drop down menu. Click .
to display theThe template is saved with a level of detail appropriate to the type of template. That is, only valid report item types are saved in the template.
The following table lists the report items and whether they are valid in a report template. Properties for all valid items are saved in the template.
Report Item Type | Type | Valid | Exception |
---|---|---|---|
Report | Report | Yes | |
Section/Subsection | Page Header | Yes | |
Page Footer | Yes | ||
Report Header | Yes | ||
Report Footer | Yes | ||
Detail | Yes | ||
Group Header | No | ||
Group Footer | No | ||
Report Item | Line | Yes | |
Rectangle | Yes | ||
Image | Yes | ||
Subreport | No | ||
Chart | No | ||
Textbox - Data Field | No | ||
Textbox - Summary Field | No | ||
Textbox - Field/Association Label | No | ||
Textbox - Shared Label | Yes | ||
Textbox - Free Text | Yes | Not valid if value references data field | |
Special Field Item | Created Date/Time | Yes | |
Modified Date/Time | Yes | ||
Print Date/Time | Yes | ||
Report Title | Yes | ||
Page Number | Yes | ||
Row Number | Yes | Not valid if increment on group | |
Business Unit Name (if using a connection to SunSystems) | Yes | ||
Business Unit Address (if using a connection to SunSystems) | Yes | ||
Base Currency | Yes | ||
First Page/Last Page | Yes | ||
Current Period | Yes | ||
DAG Applied Flag (if using a connection to SunSystems) | Yes | ||
Parameter - bound to data field | No | ||
Parameter - not bound to data field | Yes | ||
Report Parameter | Bound to data field | No | |
Not bound to data field | Yes | ||
System Parameters | Yes | ||
Order by Group | Order by Group | No |
To use your report template, select New Report dialog is displayed. Enter a name, description and select an application source as you would to create a new report and the template name you created from the Template Name list.
or click the icon on the menu bar. The