Edit 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)

Set up criteria to find the template you want.
- To list all available templates, click to uncheck the box for Only show templates that I am owner of, and click to check the Full List box. (The template search function is disabled when the full list is displayed.)
- To list templates you own, click to check the Only show templates that I am owner of box.
- To search all available templates, click to uncheck both boxes: Only show templates that I am owner of, as well as Full List.
- To limit the list, type the text to search for. By default, the search looks for template names that start with your search criteria. If needed, click to select the Contains option from the drop-down list.
Click Search.
Click to select a template from the list.
Click Select.

You are NOT automatically assigned as the template owner. If needed, assign or remove owners.

Click Add Owner.

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)

Press the ENTER key or click the Search button.
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.

Click to select the line for the account, and then click the Ok button.
Repeat to select additional users, and then click Done to return to the template.

To remove a specific user from the owners list, click to the left of the NID.

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

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

• If needed, to prompt a user who is running the report from this template to provide a file (text or Excel) that lists specific users by their user names, click to check the box for Populate from a file.

Click Add Accounts.

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)

Press the ENTER key or click the Search button.
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.

Click to select the line for the account, and then click the Ok button.
Repeat to select additional users, and then click Done to return to the template.

• Add or remove system(s) and/or SFA(s) for which you need a list of authorized users. (At least one is required.)

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

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

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

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

To remove the template from use, click Delete. (This option is not available if the template was never saved.)

View, Edit, Copy, or Renew a Report Template