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Configuring a Report Template

What is a Report Template? #

A report template creates a defined format and parameters for a report, specifying the available columns and filters. Templates can be run on-demand, shared with other users, or scheduled to automatically generate reports at specified times.

Getting Started #

This document provides the instructions for creating a new Report Template.  Before you begin, please ensure you have the following:

  • Credentials to login to ISI Analytics
  • The “Report Admin” or “Report User” role is assigned to your user

Adding a New Template #

  1. Login to ISI Analytics
  2. Once logged in, browse to the Report Templates page by clicking the Report Templates menu option from the navigation bar.
  3. Click the button at the top-right.
  4. Choose one of the built-in templates

Edit an Existing Template #

  1. Login to ISI Analytics
  2. Once logged in, browse to the Report Templates page by clicking the Report Templates menu option from the navigation bar.
  3. Edit an Existing Template by clicking the pencil icon to the right of the template under the Actions heading.

Customize a Template #

ISI Analytics provides a variety of built-in templates that can be customized to your specific needs.  A full list of templates and the available fields can be found here.

Related Help Documents #