Template Customization and Pivot Table Setup

To make a template the default layout for all users, you must select the ‘Global Default’ checkbox within the template definition screen . This action is typically restricted to users with Developer access or specifically, those authorized with the ‘Super User’ role within the profile option ‘Blitz Report Template Access’ , . The available sharing levels for templates are Site (all users), Responsibility, and individual User .

The pivot table section of the template screen is divided into four critical components : 1) Filters are columns used to restrict the overall data displayed in the pivot, often used for high-level entities like Customer or Vendor . 2) Columns define which data points will appear as separate columns in the pivot (e.g., Period or Project) . 3) Rows define the data summary level for each row (the dimension being analyzed) . 4) Values define the numeric data that will be summarized (e.g., Amount) . Note that only columns selected in the ‘Displayed Columns’ list can be used in the Pivot table definition .

Yes, you can suppress duplicate rows directly within the template configuration by checking the ‘Distinct’ option . This flag, when selected, ensures that only unique rows of data are included in the final report output, effectively handling duplicate records resulting from the extraction SQL .

Template permissions are controlled by the profile option ‘Blitz Report Template Access’ . You can set this profile to ‘Private and shared’ to allow supervisors to create both private and shared templates . If you set it to ‘Super User’, those users can create private and shared templates AND modify templates owned by others . The ‘Private only’ setting restricts creation to only templates owned by the user, while ‘No Access’ only allows viewing and usage .

The profile option ‘Blitz Report Template Excel Upload Size Limit’ defines the threshold for showing a warning message if a user attempts to upload an Excel template file exceeding that size . The default limit is 5 MB . While larger files can be uploaded, exceeding this limit may trigger the warning due to potential impact on performance.