The name and description of the report template as they appear in the list of templates on the Report Templates tab.

Where You Add Name and Description

To create or edit report templates, select Content > Reports in the left pane. On the Report Templates toolbar, click the plus sign to add a template or the pencil icon to edit the selected template. In the workspace, on the left, click Name and Description.

Table 1. Name and Description Options in the Report Template Workspace

Option

Description

Name

Name of the template as it appears on the Report Templates tab.

Description

Description of the template.