Add New Report Template
SA Report Templates offer a repeatable method for creating reports of items from the tree. Once created they can be used repeatedly to build new reports from a template structure. This form of template construction is also used through MP.
Creating an SA Report Template
Select Reports>Add New SA Report Template from the menu and a report template will be created in the tree .
Inside the SA Report Template the inputs and outputs are controlled in the Report Instructions box. Simply use the Add or Remove buttons to control items availability in the report.
The Output Selection defines the output format and location of the report when it is generated. Choose from embedded locations or external locations.
Generating the Report
Once the Report Template is designed and saved, a report can be generated. Simply right-click the respective SA Report Template and choose Generate. The report will be created and saved in the prescribed output format.