Working with the Dynamic Template Designer
Version 9.2.00
Working with the Dynamic Template Designer
This chapter covers the following topics:
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Dynamic Template Designer Overview
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Modify an Out-of-the-Box Dynamic Report Template
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Dynamic Template Designer Quick Start
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Quick Start Step 1: Create a Basic Report Template
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Quick Start Step 2: Format Fields
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Quick Start Step 3: Create a Calculated Field
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Quick Start Step 4: Configure Table Column Totals
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Quick Start Step 5: Define the Scope Selector
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Quick Start Step 6: Generate a Report and View the Automatically Generated Help
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Steps to Create Dynamic Report Templates
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Working with Enterprise Objects and Fields
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Select an Enterprise Object
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Configure General Dynamic Template Designer Components
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Add Fields and Methods to a Report Template
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Fields
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Examples: Report Templates Containing Graphics Tool Tips
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Drilldowns
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Examples: Report Templates With Drilldowns
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Add a Group to Create a Double Header in a Tabular Report
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Functions
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Examples: Report Templates Containing Functions
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Create User-defined Fields with the Field Builder
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Configure a Static Filter
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Configure the Field Sort Order
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Scope Selector Components
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Scope Selector Component - Custom Filter
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Customize and Export Report Templates
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Save a Report Template After Edits
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Configure a Bar Chart
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Bar Chart Example
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Examples: Bar Chart Report Templates
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Configure Chart Axes
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Configure a Line Chart
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Line Charts for Performance Metrics
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Design a Line Chart
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Line Chart Field Requirements
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Design a Pie Chart
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Examples: Pie Chart Report Templates
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Using Methods
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Troubleshooting Dynamic Templates