<< Click to Display Table of Contents >> Navigation:  Work View Manager > Assigning a Work View to a Report

Once the Work View is created and you want to have it available every time you create a new report, you should assign the work view to your template.  The template must be using the same Report View as the Work View was created to work with (as assigned when creating the Work View).

 

Steps to assign the work view to your template or any other report:

 

1.Open the template or report
 

2.Right-click the navigation panel, and select to open the Work View Manager; alternately, use the menu sequence Tools > Report Designer > Work View Manager.
 

3.Select the Work View you want to use from the Work View dropdown.
 

4.Click the [Use with current report] button (note, this button will be disabled if the Work View will not work with the current report or template).
 

If successful, you will be prompted that the current report has been updated to use the selected Work View.  The report/template's Work View tab will now show the work view navigation.