Create a Report Template

Templates allow users to define the criteria for recurring reports, without having to reenter parameters manually each time they run the report. The user who creates a template is automatically assigned as its owner. The owner can add other users as owners. All owners can edit the parameters of the template, delete the template, and assign or remove owners.

Templates expire after one and a half years if not active in that time frame. The clock is reset whenever the template is used by any user to run a report, or edited, or copied to create another report. The template owner(s) are notified by email 30 days before a template is scheduled to expire; owners can renew a template to reset the expiration date. Templates are automatically deleted on the expiration date. Template deletions are permanent - deleted templates are not recoverable.

Templates are available for the Account List Report. All authorized users can run any existing template.

• See also:

• Creating a new template from scratch
• Creating a template from the search criteria as you set up an Account List report
• Editing an existing template
• Copying existing as a new template
• Renewing a template to reset the expiration date (template owner only)

• These options are not available if the box for Populate from a file is checked.

1. Click to uncheck the All option in the locations and/or account types lists, as needed.
2. Click to check one or more locations, and one or more account types, as needed.
3. Programmers are included is the box is checked; uncheck to exclude programmer accounts.
4. If you want only the accounts that match the location and account types exactly, click to check the Exact Match box.

2. Type any of the following in the Account field:

• Network user ID (user name, alias, network ID, NID)
• Brigham and Women's Hospital medical record number (MRN)
• Massachusetts General Hospital MRN
• PeopleSoft identifier
• Name, starting with the last, separated from the first by a comma (lastName, firstName)

3. Press the ENTER key or click the Search button.
4. Accounts that match your search criteria are listed in the center pane.

• For multiple results, click a column heading to sort in alphanumeric order - Name, Network ID, Sex, Department, POL (location).
• When selected, the description section at the bottom is red and includes a note if the account is disabled.
• To display the systems for which a user is authorized, click to select the line. Systems are displayed in the bottom pane.

1. Click Add Systems or Add SFAs as applicable.
2. To display all available, click to check the Full List checkbox.
3. To limit the list, set up the criteria:

1. Select Name or Description.
2. Select Starts with or Contains.
3. Type the text to search for.

3. Click Search.
4. Click to highlight the system or SFA you want.
5. Click Select.
6. When prompted, select the type of account to include:

1. Click to check either the All Accounts box, or one or more of the available authorizations for the selected system or SFA.
2. Click OK.

• To change the type of account to include for a system or SFA in the list, click .
• To remove a system or SFA from the list, click on the left.

2. Type any of the following in the Account field:

• Network user ID (user name, alias, network ID, NID)
• Brigham and Women's Hospital medical record number (MRN)
• Massachusetts General Hospital MRN
• PeopleSoft identifier
• Name, starting with the last, separated from the first by a comma (lastName, firstName)

3. Press the ENTER key or click the Search button.
4. Accounts that match your search criteria are listed in the center pane.

• For multiple results, click a column heading to sort in alphanumeric order - Name, Network ID, Sex, Department, POL (location).
• When selected, the description section at the bottom is red and includes a note if the account is disabled.
• To display the systems for which a user is authorized, click to select the line. Systems are displayed in the bottom pane.