XML report templates

 

To create an XML template, use the XML Template editor. Details on creating and modifying XML Templates are provided in the XML Template Editor manual. To load or edit a template, follow the steps below:

  1. From the Admin tab, select the Settings tab.

  2. Click the Customize Layout XML Files link in the System Settings section.

  3. From the Layout Type menu, select Generic Report Template.

  4. To upload a new XML template, enter the file name in the Upload XML file field, or click the Browse button and find the file. Click the Upload button.

  5. To edit an existing template, select it from the list of Existing XML Files and click Edit. Follow the instructions in the XML Template Editor manual to modify the template and save the changes.

To run a report using an existing template, refer to the administrative reports section.