Create a custom report template

You can create a new template to customize the look of your reports.

About this task

To create a template for custom reports, your first export the default template from the system configuration to your local machine, then rename the file, make the appropriate changes, and import the new template into the system configuration.

To learn more about custom CCMS reports, see Custom report templates.

Important: Make configuration changes in a test environment and confirm they work before copying them to a production environment.

Procedure

  1. Open the TEXTML Administration perspective.
  2. Connect to a server in TEXTML Administration perspective.
  3. Check out and open the /system/xsl/report/report2html.xsl file.
  4. In the toolbar, click File > Export.
  5. In the Export dialog box, click General > File System.
  6. Click Next.
  7. In the To directory box, type the path to where you want to save the template on your local machine or click Browse to choose a location.
  8. Click Finish.
  9. Customize the template.
    1. Open the exported template in a text or XML editor.
    2. Modify the template as required.
    3. Save the file.
    4. Rename the file so you do not overwrite the existing default template in the Content Store when you import it.
  10. In the TEXTML Administration view, right-click the /system/xsl/report folder and click Insert Documents.
  11. In the Insert Documents Dialog, click the Add File button, choose your template, and click OK.
    The new template is checked in under the report folder in the Content Store.
  12. Inform users of the changes and ask them to close and reopen their CCMS Desktop to apply the changes.
  13. Edit existing reports to use the new template or create new reports.