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 .
Access the reports interface from the Admin (-) menu under
Local Administration
Reports
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.
Click on the subfolder.
Select the template you wish to clone. From the
dropdown menu choose Clone selected templates, then click
Submit.
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.
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 .
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 . Template Name and
Description can also be edited. When satisfied with your
changes click Save.
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.