Datastream Report Templates

WHAT IS A DATASTREAM REPORT TEMPLATE?

The Datastream Report Template feature enables you to save time when you initially set up your Datastream configuration. When you choose to add a new Datastream for any Connector, you can select a pre-configured Report Template from the template library. You can also create custom templates and add them to the library.

USING CUSTOM TEMPLATES

Once you have chosen a Datastream type and the Connection you wish it to use, you will be directed to the following page:

You have two options as a basis for your new Datastream:

a. Here will be listed all existing compatible templates.
b. Create a Datastream with no template-default settings.

CREATING CUSTOM TEMPLATES

To create your own custom Templates:

1. Select the Datastream you want to use as a basis for the Template.
   
2. In the Datastream overview, click 'Save as Report Template'.
   
3. Name your new Report Template, edit the customization script if desired, and then save it.
   
   This custom Template will now be available for any Datastreams that use the same Connection.

MANAGING TEMPLATES

You can add, edit or delete your self-created Templates under the Administration section: