Create RDM Template
The Reports Distribution Manager (RDM) Template Wizard will guide you through the steps to create a RDM template:
- Define a source report and output options
- Define the report parameters
- Identify any drilldowns to be performed and published (Optional)
- Specify e-mail recipients and message (Optional)
- Define the distributed report file name and advanced output options (Optional)
Launch the RDM Template Wizard by clicking the create template icon from the RDM toolbar. After completing the RDM Template Wizard, the template will be created in a new Excel workbook using the information entered through the Wizard. You will be able to modify or add any additional report distribution permutations by editing the RDM Template.
Legacy RDM Templates
RDM Templates created with versions of RDM prior to release 5.11, cannot be edited using the RDM Template Wizard. To take advantage of new features, manually recreate your legacy template using the RDM Template Wizard. Legacy templates can still be executed without any modifications.