Input and Report Templates

Overview of Input and Report Template Management

Input templates are used to enter and save data into the Clausion system database. Report templates are used to retrieve information that has been saved to the database.

An input or report template consists of a spreadsheet type workbook that can include one or more tabs and an XML file that contains the settings for the input/report template. The templates are saved into the Clausion database. In other words, the workbook is an image of what the input or report template should look like and the XML definitions file tells the application what data to put where in the template.

The input and report template management functions are available in the Clausion Desktop Client.

The input and report template management functions are available for users who have administrator rights. Detailed information about input and report template management functions is available in Clausion Administrator's Online Help.

To be accessible by Clausion users, the template must be added to the user interface.

The following issues must be defined in the user interface task of the template:

• Location in the navigation tree

• Predefined selections, functions that the user can change, and which selections the user can do

• Fixed selections shown to the user

For instructions about creating user interface tasks, see User Interface Management.