Customizing Report Templates

Administrators with knowledge of Javascript and HTML can create or modify report templates as needed. Provided report templates are stored in the \template\reports directory of the installDir\SBM\Application Engine directory on the SBM Application Engine Web server.

CAUTION:

The provided templates are used to properly display report results. Do not modify the provided templates. You can create new templates or copy the existing templates and use them as a starting point for your custom templates.

For instructions on implementing modified report templates, refer to Customizing Global Templates and Files.

All reports use the default template, unless users change the template on the report form. Custom and provided templates are available to users from the Optional HTML Template drop-down list in the Additional Options section of report forms. This option can be changed for Listing reports in SBM Work Center and the SBM User Workspace. For all other report types, this option is only available in the SBM User Workspace.

Note that for graphical reports, the default template must be used to display Rich Graphical Reports, which offer dynamic charting and animation capabilities for reports run in the SBM User Workspace. Users can select the rptexec.htm template to display graphical report results in a format that does not require the Adobe Flash Player.

Tip: Report results for templates used primarily for exporting report results to Microsoft Excel do not include the Export to Excel icon. Users can use the browser's built-in feature to export to Excel. For systems that have Single Sign-On (SSO) enabled, users should follow instructions in the "Manually Exporting Data to Excel" section in the SBM User's Guide.

The following table contains information about the provided report templates.

Template Name	Description	Applicable Report Types
editablegrid.htm	Reserved for the Rich Editable Grid. This template is not intended to be modified.	Listing
excellist.htm	Provides basic worksheet formatting for listing-type and tabular reports, enabling them to be exported to Microsoft Excel. Report options, such as the Printable View and the Edit Report icons, are not available on the report results page when this template is used.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary (without drill-down capabilities), Version Control Actions, custom Trend and Distribution (tabular only)
excelrptexec.htm	Provides basic worksheet formatting for tabular Distribution and Trend reports, enabling them to be exported to Microsoft Excel. Report icons, such as the Printable View and the Edit Report icons, are not available on the report results page when this template is used. Note: To export graphical reports to Microsoft Excel, use the default report template and the Export to Excel button on the report results page. For details, refer to SBM User's Guide.	Custom Trend and Custom Distribution (without drill-down capabilities)
jsonoutput.htm	Used to output report results to JSON format.	All, except Drill Through, Multi-View, and External
list.htm	Provides the standard template for Listing reports. Results always display in a single frame, and all report icons are available.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary, Version Control Actions
listframe.htm	Provides the standard template for Listing reports using a two-pane view, except when the Single Frame View option is selected in the user profile. All report icons are available.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary, Version Control Actions
massselectitems.htm	Provides a two-pane view of listing-type report results. For users who have the Single Frame View option selected in their user profile, the top pane contains the report list; the bottom pane is empty. For users who have disabled the Single Frame View, the top pane contains the report list; the bottom pane contains the Item Details view when users select an item in the list.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary, Version Control Actions
massselectlist.htm	Provides a single-pane view of listing-type report results. Buttons are available at the top of the page, enabling users to select or clear the check boxes for all items in the list.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary, Version Control Actions
multiview.htm	Provides the frame used by Multi-View reports.	Does not provide report results without modification.
rptexec.htm	Provides a single-pane view of listing-type and tabular report results.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary (without drill-down capabilities), Version Control Actions, custom Trend and Distribution (tabular only)
rptplain.htm	Provides non-formatted, single-pain view of report results.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary, Version Control Actions
simple.htm	Provides a single-pane view of listing-type and tabular report results.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary (without drill-down capabilities), Version Control Actions, custom Trend and Distribution (tabular only)
simpleframe.htm	Provides a double-pane view of listing-type report results for users who have the Single Frame View option disabled in their user profile. For users who do not have the Single Frame View option selected in their user profile, the top pane contains the report list; the bottom pane is empty.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary, Version Control Actions
urlrpt.htm	Provides a formatted view of listing-type and tabular report results, without report options, such as the Printable View and the Edit Report icons.	Listing, Change History, Deleted Items, Details, Multi-Table, State Change, Summary (without drill-down capabilities), Version Control Actions, custom Trend and Distribution (tabular only)
urlrptwrapper.htm	Reserved for internal use.