The Report Template Update screen allows you add/update the Template Code, Description, Permissions, and Notes associated with the Report Template with which you are working.
Notes:
Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
If you are working with a Report Template for a RecTrac RecConnect report, then you will see RecConnect Options and RecConnect History groups on this screen. Refer to the "i" Help icons for field descriptions, if needed.
See Also: Topic Doc - Report Criteria Templates
See Also: Topic Doc - RecConnect Reports
From the bottom of the screen….
Click Save to save your changes. You will be returned to the previous screen.
Click Cancel to return to the previous screen without saving your changes.
Core
Template Code (SAReportTemplate_Code)
If creating a new template, enter the ID in this field. This is a mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
If you are updating an existing template then you will not visit this field.
Description (SAReportTemplate_Description)
Enter a description for this template in this field. This is a mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Permissions (SAReportTemplate_Permissions)
Click in the Combo Box icon to select the Permissions code(s) you want to apply to this Report Template Code.
Permissions allow you to control which users can view, add, modify, and/or delete records on browsers and picklists, etc. These are called Access Rights and they are maintained on the Table Permissions tab of the Permissions profile.
Note:
You can leave this field blank if desired. When this field is blank the system skips the Permissions check for this record. In that event all users will have access to this record provided their Access Rights for the module allow for it.
Notes (SAReportTemplate_Notes)
Enter any notes you would like to add about the selected template in this field. You might use this field to describe the purpose of the template and/or what the report may yield. These notes appear in this field only; they do not appear on the report output.