Managing report templates

To access Report Templates, navigate to Administration > Template Management > Report Templates. From the Report Templates page, you can manage basic and advanced BIRT report templates.

You cannot modify or delete an out-of-the-box report template. 

For more information, refer to the following section:

• • Editing report templates
  • Deleting report templates
  • Importing report templates
  • Exporting report templates
  • Change visibility of a report template

Editing report templates

To edit a report template, perform the following task:

1. Navigate to Administration > Template Management > Report Templates.
2. In the Report templates table, click  edit this report template to open the selected template.
3. Based on the type of report template you are editing, modify the required properties.
4. Click Save.

Deleting report templates

You can delete only those report templates that are not in use.

To delete a report template, perform the following task:

1. Navigate to Administration > Template Management > Report Templates.
2. In the Report templates table, click Delete this report template.
3. Click OK in the delete confirmation dialog box to delete the report.

Importing report templates

To import or export report templates, perform the following task:

1. Navigate to Administration > Template Management > Report Templates.
2. In the Report templates table, click Actions > Import. The Import wizard opens up.

3. Click Choose File to select a Works Package (.wpkg) or Report Package (.rtpkg) file exported from another installation of the product to recreate exported Analyses or Time Forecast Models.

   Note

   You can upload only the file names that begin with a letter (upper/lowercase) or number, and have maximum 254 characters except '/', '\' or  ';'.

   
   

4. Click Upload.
5. Click Next after the upload is finished.
6. Click Finish on the SUMMARY screen to finish the import.

Exporting report templates

To import or export report templates, perform the following task:

1. Navigate to Administration > Template Management > Report Templates.
2. From the first column in the Report templates table, select the check box for the reports you want to export.
3. Click Actions > Export. The Export dialog box is displayed containing a summary of your export selection.
4. Click Proceed. The File Download dialog box is displayed. The dialog box displayed might vary depending on your browser and its settings.
5. Click Save to export the selected reports to a Report Package (.rtpkg) file to your computer.

Change visibility of a report template

To change the visibility of report templates, perform the following task:

1. Navigate to Administration > Template Management > Report Templates.
2. From the first column in the Report templates table, select the check box for the reports for which you want to change the visibility.
3. Click Actions > Change visibility. The Change visibility dialog box is displayed.
4. Select one of the following options for setting the visibility of the report.
   • Reporter - The report templates will be visible to users with roles that have the 'Workspace section - Reports - Edit' activity.
   • Admin - The report templates will be visible to users with roles that have 'Enable a user to instantiate global report' activity.
5. Click Proceed to update the visibility for the selected report(s).