Export Templates

From Informer 4 Wiki

One of the most common uses of Informer is to execute report, then export to a desktop tool or format such as Adobe. Informer facilitates this export process not only be providing a number of export format options, but also by allowing users with the appropriate security privileges to create and manage export templates. To manage export templates, browse to the Export Templates tag in the administration module.

Informer ships with a template installed, which you cannot delete or modify, named Entrinsik Default Template. This is the default system template until you create one of your own. The Entrinsik Default Template does not display in the Template Listing page. Once you create a template satisfying your organization default needs, identify it as your Default Template in the Admin > System Settings page.

The export templates tab begins with the export templates listing displaying each defined template. To edit, simply click the name of the template in the list. To create a new template, click the New Template action the export templates action bar. This will pop the New Template Dialog where you provide the following values:

• Template : name of your export template

• Page Size : printing page size of your template

• Page Margins : margin width to apply to your template

• Page Margins : margin width to apply to your template

• Page Orientation : Automatic, Portrait, or Landscape orientation of your template

• Grouping : if the results exported to this template contain, define whether the exported document should insert page breaks after each group.

Click Save and View to enter edit mode for the newly created template. The template edit page allows you to further apply design specifications to templates your users can choose to associate with specific reports. The following options are available in the template edit screens:

• Sample : displays a sample document using the settings you’ve defined for your template

• Page Setup : allows you to edit Template Name, Page Size, Page Margins, Page Orientation, and Grouping options

• Styles : provides options for font specifications such as color (hexadecimal color values as, more information here: http://en.wikipedia.org/wiki/Web_colors) , size, and family. These values are applied as the page style, with optional overrides for Even and Odd row modifications. You are also allowed the option to specify style specifics, including custom CSS.

• Header and Footer : provides a WISYWIG drag and drop editor for designing export templates. In the Template Designer, simply drag and drop from the Add Elements panel to create new sections of your template including New Row, Text Cell and Image Cell. As you drag elements onto the designer, or if you double click an existing element, an editor dialog for that element type will appear, allowing for element specific modifications.
  • An image cell allows you to upload an image from your desktop to include in the template. A text cell allows you to define text elements to appear on each page. Text elements can be dynamic based on the execution using the variables provided in the Select a Keyword dropdown. For example, if you execute a report titled “Weekly Invoices”, the text element Title: ${reportTitle} will resolve to

• Title : Weekly Invoices at runtime.

• Watermark : allows you to specify a watermark and associated opacity level to appear on each page of the exported document.