Editing a template

To edit a template:

1. In the application web interface window, select the Reports section, Templates tab.
2. This opens the table of templates. Select the template that you want to edit.

   This opens the template editing window.

3. You can edit the following settings:
   • Template name is the report name that is displayed in the table in the Reports section, Generated reports subsection when creating all reports based on this template.
   • Report title is the report name that is displayed in the report after the report is created.

     You can format text using the buttons in the Text section in the template builder.

   • Report description is the report description that is displayed in a report after the report is created.

     You can format text using the buttons in the Text section in the template builder.

   • Image. You can upload or delete an image.
   • Pie chart. You can change the following pie chart settings:
     • Name.
     • Data source.
     • Number of slices.

     Click Apply.

   • Table. You can change the following table settings:
     • Selected columns. You can drag the names of columns between the Available columns and Selected columns fields, and change the order of columns in the report table.
     • State.
     • Technologies.
     • Importance.
     • VIP status.
4. Select one of the following methods to save the template:
   • If you want to apply changes to the current template, click the Save button.

     The template is modified.

   • If you want to create a new template, enter a name for the template and click Save as.

     The name of the new template must not be the same as the name of an already existing template.

     The new template will be saved.

Users with the Security auditor and Security officer roles cannot edit templates.

See also Managing reports Viewing the table of templates and reports Creating a template Creating a report based on a template Viewing a report Downloading a report to a local computer Filtering templates by name Filtering templates based on the name of the user that created the template Filtering templates by creation time Clearing a template filter Deleting a template Filtering reports by creation time Filtering reports by name Filtering reports by the name of the server with the Central Node component Filtering reports based on the name of the user that created the report Clearing a report filter Deleting a report

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