Saving transaction reports as a template - Transaction Finder 3.2.0.0

Transaction Finder Plugin Guide 3.2.0.0

Applies to
Transaction Finder 3.2.0.0
Last updated
2022-05-05
Content type
Guides > Plugin and extension guides
Language
English
Product
Transaction Finder
Version
3.2

You can avoid recreating the filters for transaction reports by saving an existing report as a template in Security Desk.

Procedure

  1. Create a transaction report in Security Desk.
  2. Right-click on the task header and select Save as.
  3. In the Save task dialog box, save the template saved to the Private tasks page or Public tasks page in Security Desk.
  4. In the Name field, apply a name to the template.
  5. Click Save.

Results

The report appears on the task page that you selected.