Report template creation methods
You can build a new report template by creating a new template, using an existing template, basing a template off an event
view, or importing a dashboard or workflow.
Report template creation methods include:
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New template creation: Create an entirely new template by generating the framework and then designing individual template sections
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Existing template copying: Copy an existing template and edit its attributes to create a new report template
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Event view-based creation: Create a report template from an event view and modify it by adding, modifying, or deleting sections
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Import-based creation: Import dashboards, workflows, and statistics summaries to quickly create reports with sections for each widget graphic or
event view
If you do not want to copy an existing report template, you can create an entirely new template. The first step in creating
a template is to generate the framework that allows you to add and format the sections. Then, in the order you prefer, you
design the individual template sections and set attributes for the report document.
Each template section consists of a dataset generated by a search or filter, and has a format specification (table, pie chart,
and so on) that determines the mode of presentation. You further determine section content by selecting the fields in the
data records you want to include in the output, as well as the time frame and number of records to show.

Note
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Use the section preview utility to check the column selection and output characteristics such as pie chart colors. It is not
a reliable indicator of the correctness of your configured search.
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The report you generate from the template has several document attributes that span all sections and control features, such
as the cover page, headers and footers, page numbering, and so on.
Note that if you selected CSV as your document format, you have no document attributes to set.
If you identify a good model among your existing templates, you can copy the template and edit its attributes to create a
new report template. Cisco also provides a set of predefined report templates, visible on the Reports Tab in the list of templates.
From an event view, you can create a report template and modify it to meet your needs. You can add additional sections, modify
automatically included sections, and delete sections.
You can quickly create a new report by importing dashboards, workflows, and statistics summaries. The import creates a section
for each widget graphic in your dashboard and each event view in your workflow. You can delete any unnecessary sections to
focus on the most important information.