Report Template
A format for creating a report is referred to as a "report template". There are three types of report templates as follows:
- Standard- These are standard report templates provided with RICOH Streamline NX. For details about the types of reports that can be created, refer to Report Types.
- Custom (public)- This is a user-created template that is based on a standard template, and it is set to be visible to all users of SLNX. All users who have a Report Admin or Report User role can use it.
- Custom (personal)- This is a user-created template that is based on a standard template, and it is set to be visible only to the user who created the template.
When you specify Custom(public) to create a custom report template, the created template will appear as "Custom" in the “type” column of the template list. For details about creating a custom report template, refer to Create a Custom Report Template.
Manage the report templates using the following functions.
|
Function |
Description |
|---|---|
|
Create Custom Report Template |
This creates a custom report template from the selected report templates. You cannot create a custom template from a template that is disabled. |
|
Save |
This saves the current template. |
|
Delete |
This deletes the custom report template and any related tasks. You cannot delete standard templates. |
|
Toggle Enabled/Disabled |
This enables or disables the report. You cannot modify the settings of a disabled report template or register it to a new task. |
|
Run now |
This creates and displays a report immediately using the selected report templates. |
|
Run on Schedule |
This creates a report on a preset schedule using the selected report templates. |
Report Template Tabs
Select the report template category (type) from [Report Templates] in the navigation tree to display the report template list. The setting items are the same for both the standard report template and custom report template.
The following three tabs are provided in the report template properties:
- General tab
- Parameters tab
- Security tab
You can only edit the setting items in a custom report template, but you cannot edit standard report templates.
