The Custom Templates screen provides a list of all available custom report templates. Apex Central provides pre-defined custom templates for you to use. You can copy a pre-defined template to edit or create a new template by selecting and configuring specific report elements.
Custom templates use data views to define the scope of the report data.
For more information about report data views, see Data Views.
The following table outlines the available tasks on the Custom Templates screen.
|
Task |
Description |
|---|---|
|
Add new custom templates |
Click Add to create a new custom template. For more information, see Adding or Editing Custom Templates. |
|
Delete custom templates |
Select an existing template and click Delete. |
|
Edit custom templates |
Click the Name of an existing template to edit. For more information, see Adding or Editing Custom Templates. |
|
Copy custom templates |
Select an existing template and click Copy. Apex Central adds a new template to the list using the following naming: Copy of <original_template_name> For more information, see Adding or Editing Custom Templates. |
|
Import custom templates |
Click Import to import a properly formatted XML report template into Apex Central. |
|
Export custom templates |
Select an existing template and click Export. Apex Central exports the template in XML format. |