Managing macros
Predefined macros can be viewed and cloned. Custom macros can be created, edited, cloned, and deleted. You can insert macros into text elements in the report layout.
To create a new macro:
- In the macro library, select Create New in the toolbar or right-click in the content pane and select Create New.
The New Macro dialog box opens.
Create new macro
- Enter the required information for the new macro.
| Name | Enter a name for the macro. |
| Description | Enter a description of the macro. |
| Dataset | Select a dataset from the drop-down list. See Dataset for more information. The options will vary based on device type. |
| Query | Displays the query statement for the dataset selected. |
| Data Binding | The data bindings vary depending on the dataset selected. Select a data binding from the drop-down list. |
| Display | Select a value from the drop-down list. |
- Select OK to create the new macro.
To clone a macro:
- In the macro library, select the macro that you would like to clone and select Clone from either the toolbar or rightclick menu. The Clone Macro dialog box opens.
- Edit the information as needed, then select OK to clone the macro.
Report calendar
To view a predefined macro:
- In the macro library, double-click on the predefined macro you would like to view, or select the macro then select View from either the toolbar or right-click menu. The View Macro dialog box opens. All fields are read-only.
- Select Close when you are finished.
To edit a macro:
- In the macro library, double-click on the custom macro you need to edit, or select the macro then select Edit from either the toolbar or right-click menu. The Edit Macro dialog box opens.
Edit macro
- Edit the information as required, then select OK to finish editing the macro.
To delete macros:
- In the macro library, select the custom macro or macros that you would like to delete and select Delete from either the toolbar or right-click menu.
- Select OK in the confirmation dialog box to delete the macro or macros.
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