Create a report template

You can create a new report template and save it for future analysis reports. This flexible approach allows you to reorder sections and remove unnecessary sections.

You must have the Report role to generate reports or report templates.

  1. In the Analyses tab, click Overview.
  2. Click an analysis link to open the Analysis Results screen.
  3. In the Analysis Results screen, click Generate Report.
  4. In the Generate Report screen, in the Configuration step, configure your report.
    1. In the Organization Information section,
      • Enter your organization name.

      • (Optional)If you want to use a logo on your report, click Upload Logo, then in the Upload Header Logo dialog box, click Select File to browse to your logo file. Acceptable formats are PNG, GIF, and JPG.

      • (Optional) Enter your organization address.

    2. (Optional) Enter other standard information for the Background, Comments, Sign-Off, and Disclaimer sections.
  5. In each section, use the up, down, and X icons to move or delete sections from the template.

    Or, click Actions, then select one of the following:

    Option

    Description

    Add all

    Add all of the available report template sections to your customized template or report.

    Remove all

    Remove all of the report template sections from your customized template or report.

    Reset

    Return to the template to the default section configuration.

    For example, to select a limited set of sections, click Remove all, then drag and drop any of the Available Sections back into the report template.

    The sections that you can add to the report template are listed under Available Sections. For more information, see Available report sections.

  6. Click Save As New Template.
  7. Enter a template name, then click Save.
  8. To use the template in future analyses, you must add it to your analysis workflows.

    For more information, see Add a report template to an analysis workflow.