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  1. Home
  3. IT Analytics Help
  5. Section IV. End user
  7. Work with the dynamic template designer
  9. Steps to Create Dynamic Templates

Steps to Create Dynamic Templates

  1. See Select an Enterprise Object.

    In the Dynamic Template Designer, all report templates are specific to an enterprise object: storage array, job, data domain, or host.

  2. See Configure General Dynamic Template Designer Components.

    See Working with Enterprise Objects and Fields.

  3. See Add Fields and Methods to a Dynamic Template.

    Drag and drop the fields and methods to be included in a report template.

  4. See Dynamic Template Field Configuration.

    Customize fields by applying formatting and adding functionality, such as a drilldown to a detail report.

  5. See Dynamic Template Drilldown Configuration.

    Access details and other reports using an html drilldown link.

    See Examples of Dynamic Templates Containing Drilldowns.

  6. See Using Groups in Dynamic Templates.

    For examples of report templates that have double, spanning headers, see the Backup Executive Summary or the Chargeback Array Capacity report templates.

  7. See Dynamic Template Function Configurations.

    A variety of functions can be applied: aggregation, comparison, numeric, character, date, character string to return numeric, null, and decode.

    See Examples of Dynamic Templates Containing Functions.

  8. See Create User-Defined Fields with the Field Builder.

    Create fields that are calculated from other fields, such as converting dates to numbers.

  9. See Configure a Bar Chart Dynamic Template.

    See Examples of Bar Chart Dynamic Templates.

  10. See Configure a Line Chart Dynamic Template.

    See Examples of Line Chart Dynamic Templates.

  11. See Configure an Area/Stacked Area Chart Dynamic Template.
  12. See Configure a Pie Chart Dynamic Template.

    Create a chart that includes a sector field and a caption field.

    See Examples of Pie Chart Dynamic Templates.

  13. See Configure a Static Filter.

    Specify a field, operation, and value.

  14. See Configure the Field Sort Order.

    Control the order that the fields will appear in a report template.

  15. See Dynamic Template Scope Selector Components.

    Define what the user can specify at run time.

  16. See Customize and Export Dynamic Templates.

    Modify existing Dynamic Templates and export them.

  17. See Save a Dynamic Template After Edits.

    Report templates that are shipped with the product or that are downloaded from the Cloud cannot be overwritten and will only allow save as to a different name.

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