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How to add a report template
- From the Category drop-down list, select a report category.
- Click the New button. The Add New MME Document Group prompt will appear.Click the Yes button to add a new group as a child of the current group. The MME Document Group Report Template dialog will be displayed.
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- Select the category, if required.
Select a report type.
Select a criteria method.
Enter the name for the report.
Click the Short Name Copy button () if the short name is to be the same as the name.
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OR
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Enter a short name.
Click the File Name popup button () to select the file name location. This will automatically update the Folder Name field.
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Select the Use Native Report Engine status.
Select the Use Native Report SQL status.
Select the Can Print? status:
Yes (default): The report can be printed.
No: The report cannot be printed.
Select the Can Preview? status:
Yes (default): The report can be previewed.
No: The report cannot be previewed.
Select the Can Export? status.
Enter the notes, if required.
Enter the Base SQL Query, if required.
Click the
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