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Task: Edit an Existing Management Report Template

This section provides a general method for editing management report templates.

See Management Reports: Permissions for details of the permissions that apply to management reports and report templates.

To modify an existing management report template:

  1. Use the following table to determine which GUI page type (or types) the template is available from.
    Scope Template Availability Report Contains [modulo further refinement]
    Analysis Analysis Information from a single analysis, including all warnings and files from that analysis.
    Project Project Information from a single project, including all analyses of that project.
    Latest Analyses Home Information from the most recent analysis of every project on the hub.
    All Analyses Home Information from every analysis of every project on the hub.
  2. Navigate to a GUI page of the appropriate type.
  3. Expand the Reports section of the page.
  4. Select the template name from the Report Template menu.
  5. Click edit.
    The template will be opened in the management report template editor.
  6. Use the template editor toolbar, editing panel, and report elements menu to make your required changes.
  7. Save your changes.

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