Working with the Dynamic Template Designer Version 9.2.01

Working with the Dynamic Template Designer

Version 9.2.01

Working with the Dynamic Template Designer

This chapter covers the following topics:

• Dynamic Template Designer Overview

• Modify an Out-of-the-Box Dynamic Report Template

• Dynamic Template Designer Quick Start

• Quick Start Step 1: Create a Basic Report Template

• Quick Start Step 2: Format Fields

• Quick Start Step 3: Create a Calculated Field

• Quick Start Step 4: Configure Table Column Totals

• Quick Start Step 5: Define the Scope Selector

• Quick Start Step 6: Generate a Report and View the Automatically Generated Help

• Steps to Create Dynamic Report Templates

• Working with Enterprise Objects and Fields

• Select an Enterprise Object

• Configure General Dynamic Template Designer Components

• Add Fields and Methods to a Report Template

• Examples: Report Templates Containing Graphics Tool Tips

• Examples: Report Templates With Drilldowns

• Add a Group to Create a Double Header in a Tabular Report

• Examples: Report Templates Containing Functions

• Create User-defined Fields with the Field Builder

• Configure a Static Filter

• Configure the Field Sort Order

• Scope Selector Components

• Scope Selector Component - Custom Filter

• Customize and Export Report Templates

• Save a Report Template After Edits

• Configure a Bar Chart

• Bar Chart Example

• Examples: Bar Chart Report Templates

• Configure Chart Axes

• Configure a Line Chart

• Line Charts for Performance Metrics

• Design a Line Chart

• Line Chart Field Requirements

• Design a Pie Chart

• Examples: Pie Chart Report Templates

• Using Methods

• Troubleshooting Dynamic Templates