Create new report templates

Report authors create report templates in the RtReports editor.

1. To create a new report template, click File > New.

2. For a batch report template, click Batch Report Template.

   In the Batch Report Template Details window, enter values for all the fields and click OK to finish.

   • Name

     The unique name for the report template.

   • Description

     The description for the report template to be displayed in the RtReports generator.

   • Recipe

   • Product

   • Equipment

   • Sub Batch

   • UnitClass

     Definitions that control the relationship between the report data context and the format template.

     

3. For a time-based report template, click Time Report Template.

   In the Time Report Template Details window, enter values for all the fields and click OK.

   • Name

     The unique name for the report template.

   • Description

     The description for the report template to be displayed in the RtReports generator.

   • Recurrence Pattern

     Defines how often the report should be run. This setting is helps users who generate reports select the correct time range for the report.

     Report criteria and advanced security settings for the report template can also be set after the report template has been created by editing the root node of the format template tree. For more information, see Report template security, review, and approval settings.