Create External Report Template

External Report Templates set default values to be used when creating External Reports via Content Auto Synchronization.

Prerequisites:

  • An External Report that will define the fields defaulted when using the Autosync function to create/update External Reports.  

1. Create a New Template

Access Content > Elements, select External Report that will be used as a template for new External Reports and open its Editor

  1. In the More menu select the "Create Template" option.
  2. Select "Create" option in Manage Template popup.
  3. Click [OK] to open the Template Editor.
  4. Provide a descriptive Template name and Description.
  5. All the Template Defaults are copied from chosen External Report.
1.1. Defaulted Fields

Here are the fields that are used as defaults in the Template.

2. Create New External Report from Template Editor

Go to External Reports tab of the Template Editor and click [+ New External Report].

This will transfer you to the External Report Editor with the template defaults applied.

3. Finding the Template

Access Admin > Reference Objects and open the External Report tab