Defining Report Export Templates

Define templates for reports that you want to export to external data files by uploading RTF and Microsoft Excel files. You can also create a custom header and footer for HTML exports.

Add a template for record exports

1. From the menu, click > Management Reporting > Manage Global Print and Export Settings.
2. Do 1 of the following:
   •  To add an RTF template, do the following:
     1. In the RTF Configuration section, click .
     2. In the Upload RTF Template dialog box, select the file you want to upload.

     Note: Supported file types are: .docx and .doc.

     3. Click Upload.
     4. (Optional) To specify the template as the default, do the following:
        1. In the Actions column of the template, click .
        2. From the dropdown list, select Set as Default.
   • To add an Excel template, do the following:
     1. In the Excel Configuration section, click .
     2. In the Upload Excel Template dialog box, select the file you want to upload.

     Note: Supported file types are: .xsl and .xlsx.

     3. Click Upload.
     4. (Optional) To specify the template as the default, do the following:
        1. In the Actions column of the template, click .
        2. From the dropdown list, select Set as Default.
3. Click Save, or Save and Close.
   • Click Save to apply the changes and continue working.
   • Click Save and Close to apply the changes and exit.

Create a custom header and footer for HTML exports

1. From the menu, click > Management Reporting > Manage Global Print and Export Settings.
2. In the HTML Configuration section, enter the text in the Header and Footer fields.

   Note: You can use the Rich Text Editor toolbar to format the text.

3. Click Save, or Save and Close.
   • Click Save to apply the changes and continue working.
   • Click Save and Close to apply the changes and exit.

Delete a template for record exports

1. From the menu, click > Management Reporting > Manage Global Print and Export Settings.
2. In the row of the template that you want to delete, do the following:
   1. In the Actions column of the template, click .
   2. From the dropdown list, select Delete.
   3. When prompted, click Delete.
3. Click Save, or Save and Close.
   • Click Save to apply the changes and continue working.
   • Click Save and Close to apply the changes and exit.

Download a template for record exports

1. From the menu, click > Management Reporting > Manage Global Print and Export Settings.
2. In the row of the template that you want to download, do the following:
   1. In the Actions column of the template, click .
   2. From the dropdown list, select Download.
3. Click Save, or Save and Close.
   • Click Save to apply the changes and continue working.
   • Click Save and Close to apply the changes and exit.