For many reports and charts in the system, the following appears as part of the data dialog. We discuss the common functionality here. These elements provide the functionality of saving the current data and layout configurations as a template in the system. A private template is visible only to the creator, whereas a shared template is visible to everyone.
To load a previously saved template:
click on either the Private or Shared radio button.the corresponding drop-down list becomes enabled.
select the desired template from the drop-down list. The current configuration becomes a replica of the saved template.
To save the current configuration:
type in a name into the Name textbox. The Save as private and Save as shared buttons become enabled.
the next time this dialog is opened, the saved name will be available for loading from the Private or Shared drop-down lists.
Selecting a template from the Predefined drop-down list will cause the current configuration to become a replica of the predefined template.