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Chapter 55. Cloning Shared Templates

This chapter describes how to make local copies of shared templates for routine reports or as a starting point for customization. When creating a new template it is a good idea to review the shared templates first: even if the exact template you need does not exist it is often faster to modify an existing template than to build a brand new one. A Local System Administrator account is required to clone templates from the Shared Folders section and save them to My Folders.

The steps below assume you have already created at least one Templates folder. If you haven’t done this, please see Creating Folders.

  1. Access the reports interface from Administration → Reports
  2. Under Shared Folders expand the Templates folder and the subfolder of the report you wish to clone. To expand the folders click on the grey arrow or folder icon. Do not click on the blue underlined hyperlink.
  3. Click on the subfolder.

  4. Select the template you wish to clone. From the dropdown menu choose Clone selected templates, then click Submit.

    Note

    By default Evergreen only displays the first 10 items in any folder. To view all content, change the Limit output setting from 10 to All.

  5. Choose the folder where you want to save the cloned template, then click Select Folder. Only template folders created with your account will be visible. If there are no folders to choose from please see Creating Folders.
  6. The cloned template opens in the template editor. From here you may modify the template by adding, removing, or editing fields and filters as described in Creating Templates. Template Name and Description can also be edited. When satisfied with your changes click Save.
  7. Click OK in the resulting confirmation windows.

Once saved it is not possible to edit a template. To make changes, clone a template and change the clone.

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Chapter 54. Viewing Report Output Home Chapter 56. Running Recurring Reports