Custom Reports: Create Template

On the Custom Template Builder screen, enter a report title for the template, select the output type, add components (tables and/or maps), and

make any needed pre-selections.

NOTE:  Interactive output is currently available for templates with only one table.

NOTE:  Up to 10 components can be added to a template.

(Optional) Templates can be customized using the Download Template / Upload Template buttons.

After verifying your selections, click Save.

To Learn More:

Custom Reports Walkthrough

  1. In the appropriate box, enter a report title.
    (Optional) A subtitle can also be included in your report.

  1. Select an output type, Microsoft Excel or Interactive Output.
    Note: Interactive output is currently available for templates with only one table.
  2. To add a Table to the template, do the following:
    1. Drag and drop the Table component into the right pane.

    1. Change the table name by typing new text in the Table1 box.
      (Optional) A table footer can be added by typing new text in the Click to change Table Footer box.

    1. Drag and drop any data element to add to the table as either a row or column.

    1. Click the edit icon to add pre-selections to your table. See Edit Table.
    2. Repeat steps a-d to add additional tables to the template. Up to 10 components (tables and/or maps) can be added to a template.
  3. To add a Map to the template, do the following:
    1. Drag and drop the Map component into the right pane.

    1. Change the map name by typing new text in the Map1 box.
      (Optional) A map header and/or footer can be added by typing new text in the Click to add/edit map header or Click to add/edit map footer box.

    1. Click the edit icon to add pre-selections to your map. See Edit Map.
    2. Repeat steps a-c to add additional maps to the template. Up to 10 components (tables and/or maps) can be added to a template.
  4. To modify the template, click Download Template. See Modify Template.
  5. After verifying your selections, click Save.

What's Next:

To run a report using your saved template, go to Custom Report: Run a Report Using a Saved Template.