1 Cloning Shared Templates
2 ------------------------
4 indexterm:[reports, cloning]
6 This chapter describes how to make local copies of shared templates for routine
7 reports or as a starting point for customization. When creating a new template
8 it is a good idea to review the shared templates first: even if the exact
9 template you need does not exist it is often faster to modify an existing
10 template than to build a brand new one. A Local System Administrator account is
11 required to clone templates from the _Shared Folders_ section and save them to _My
14 The steps below assume you have already created at least one _Templates_ folder.
15 If you haven’t done this, please see <<reporter_creating_folders,Creating Folders>>.
17 . Access the reports interface from the _Admin_ (-) menu under _Local
18 Administration --> Reports_
19 . Under _Shared Folders_ expand the _Templates_ folder and the subfolder of the
20 report you wish to clone. To expand the folders click on the grey arrow or
21 folder icon. Do not click on the blue underlined hyperlink.
22 . Click on the subfolder.
23 . Select the template you wish to clone. From the dropdown menu choose _Clone
24 selected templates_, then click _Submit_.
26 NOTE: By default Evergreen only displays the first 10 items in any folder. To view
27 all content, change the Limit output setting from 10 to All.
29 . Choose the folder where you want to save the cloned template, then click
30 _Select Folder_. Only template folders created with your account will be visible.
31 If there are no folders to choose from please see
32 <<reporter_creating_folders,Creating Folders>>.
34 . The cloned template opens in the template editor. From here you may modify
35 the template by adding, removing, or editing fields and filters as described in
36 <<reporter_creating_templates,Creating Templates>>. _Template Name_ and
37 _Description_ can also be edited. When satisfied with your changes click _Save_.
39 . Click _OK_ in the resulting confirmation windows.
41 Once saved it is not possible to edit a template. To make changes, clone a
42 template and change the clone.