The template of a report contains:
The group of objects (attribute, metrics, custom groups, and so on) that defines the columns of data to be included in the report
The layout and format of these objects
The template details auto text code displays the complete template details, including attribute details and metric details, unless the template details have been configured differently at the report or project level. For more information about the different levels and their order of precedence, see Levels of auto text code configuration. The list below provides a summary of the properties you can configure to display the template details auto text code. The properties described also apply to auto-text.
You can:
Determine whether the template name of the dataset report is displayed. You can also select how to identify an embedded template.
Determine whether the short description of the template is included. If the template is embedded or does not have a description, the template description line is not displayed.
Determine whether dataset objects other than metrics (such as attributes and consolidations) are listed.
Determine whether the metrics on the dataset report are listed.
If metrics are displayed, select whether or not to display each of the following:
Conditional metrics only
Metric formulas
Metric dimensionality
Metric conditionality
Metric
transformation
Note: If you choose to inherit whether metrics are displayed,
these settings are also inherited.
Use the Units from View or Base setting to choose whether to include the report objects from either the Base report or the View report. If you move objects from the grid of a report to the Report Objects, use a view filter, or create a derived metric, you have created a view report. The report before you made these kinds of modifications is referred to as the base report. The template details can show all the objects on the report, regardless of whether they are on the report grid, if you select Base. If you select View, only those objects on the report grid are included in the template details. For more information about base and view reports and how they affect the document, see Using a subset report as a dataset.
Open the document in Design or Editable Mode.
Expand the section where you want the auto text code by clicking the plus sign next to the section name.
From the Insert
menu, select Auto Text, then select
the auto text code to insert. The text field is added at the top left
corner of the selected section, although you can move the text field to
any desired position.
Note: To add an auto text code to an existing text field,
edit the text field (select it and press F2) and then add the auto text.
You may need to resize the text field to view the auto text.
To type the auto text code manually, insert a blank text field and type the code within braces { }. As with data fields, if an object's name contains spaces or special characters, enclose it in square brackets [ ] within the braces.
Right click in the auto text code and then click Report Details Properties. The Report Details Properties dialog box opens.
Click the Template Details tab and choose to omit or include the features included in the bulleted list above.
Click the name of a report with auto-text in its header or footer to execute it.
From the Format menu, select Report Details Properties. The Report Details Properties dialog box opens.
Click the Template Details tab and choose to omit or include the features included in the bulleted list above.
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