CadActiveSupport

howto

Reporting Templates

Create and edit named Reporting templates in the CadActive web app.

The web Templates page is a list of named templates for your organization. Open it from the Reporting sidebar under Configuration → Templates (page title Templates).

You need a Reporting license and permission to collaborate. Organization export settings (directory, format, prefixes) are on Settings for Reporting — they are not edited here.

note

Creo Generate a Report lists CadActive built-in reports (and reports from other modules you have loaded). It does not read this Templates list. Excel layout files on disk use the Default Report Template Directory setting, not this page.

Creo Generate a Report lists CadActive built-in reports (and reports from other modules you have loaded). It does not read this Templates list. Excel layout files on disk use the Default Report Template Directory setting, not this page.

Open Templates

  1. In the CadActive web app, open Reporting.

  2. Under Configuration, select Templates.

The header shows how many templates you have, for example: Showing 3 Templates Total. If none exist, the table shows: No templates found.

Columns:

  • Name

  • Description

Create a template

  1. Select Add New.

  2. The dialog title is Create Template. Under Basic Information, enter Name (required) and optional Description.

  3. Select Save. CadActive confirms: Template successfully created. Cancel closes without creating.

Names may use letters, numbers, spaces, periods, underscores, and hyphens, up to 31 characters.

Edit or delete

  1. Select the edit control on a row. The dialog title is Edit 'name'.

  2. Change Name or Description, then Save. CadActive confirms: Changes saved.

To remove a template:

  1. In the edit dialog, select Delete.

  2. Confirm on Delete Template. The message is: Are you sure you want to delete name? This action will be PERMANENT and CANNOT BE UNDONE.

  3. Select Delete again, or Cancel.

CadActive confirms: Template deleted.