Managing Report Templates


You can use Reporting Tool to comprehensively manage report templates, including viewing, editing, deleting templates and managing template permissions in a unified list.

Prerequisites


  • You need to be assigned the required asset permission and operation permission, and a menu group containing the Templates menu. If not assigned, contact the application administrator.
  • Reporting Tool controls if users are authorized to access and manage a template and its related schedules and subscriptions by assigning report template permissions, so you need to be assigned the required template permissions. If not assigned, contact the template creator. For more information, see Template Permission Control Rules.

Viewing a Report Template


  1. Select Templates from the left navigation pane. The template list displays all report templates that you have access to.

  2. To locate a target template, select a specific template type and creator in the filter box, or enter a specific template name in the search box.

  3. Click any field of the target template to open the Template Details page, which displays the following information.

    Field Description
    Template Name The name specified when the template is uploaded or created.
    Source For a BIRT template, its source is BIRT. For a template created by the online editor, its source is Template Editor.
    Source File For a BIRT template, its source file is the uploaded rptdesign file or ZIP file. For an online editor template, its source file is displayed as “TemplateName.zip”.
    Parameter List The parameters specified when the template is uploaded or created.
    Language The language specified when the template is uploaded or created.
    Changelog Click View Changelog to view the change history of this template.
    Related Schedule Click New Schedule to create a schedule and link the schedule to this template.

Editing a Report Template


  1. Select Templates from the left navigation pane. The template list displays all report templates that you have access to.
  2. To locate a target template, select a specific template type and creator in the filter box, or enter a specific template name in the search box.
  3. Hover over the ellipsis more icon of the target template and select Edit to modify the template configurations. For more information about template configurations, see Uploading a Custom Report Template and Creating a Custom Report Template.

Deleting a Report Template


  1. Select Templates from the left navigation pane. The template list displays all report templates that you have access to.

  2. To locate a target template, select a specific template type and creator in the filter box, or enter a specific template name in the search box.

  3. Hover over the ellipsis more icon of the target template and select Delete. Deleted templates cannot be restored.

    Note

    Before deletion, make sure the template is not related to any schedule.

Managing Template Permissions


  1. Select Templates from the left navigation pane. The template list displays all report templates that you have access to.

  2. To locate a target template, select a specific template type and creator in the filter box, or enter a specific template name in the search box.

  3. Hover over the ellipsis more icon of the target template and select Manage Permission. You can control the permissions of this template by assigning operation and receiving permissions to user groups. For more information, see User Group.

    • Operation: Users with operation permission can view template details in the template list, preview and download reports based on the template, and create report schedules and subscriptions based on this template.
    • Receiving: Users with receiving permission can be set as the receiver of report subscription emails.

    Note

    The templates without any permission control can be operated and received by all users.

Changing a Template Owner


  1. Select Templates from the left navigation pane. The template list displays all report templates that you have access to.
  2. To locate a target template, select a specific template type and creator in the filter box, or enter a specific template name in the search box.
  3. Hover over the ellipsis more icon of the target template and select Change Owner. The new template owner can manage the template and its permission.

Note

The following users can change the owner of the template:

  • The creator of the template.
  • Users with the operation permission assigned by the system administrator.

Exporting a Report Template


  1. Select Templates from the left navigation pane. The template list displays all report templates that you have access to.
  2. To locate a target template, select a specific template type and creator in the filter box, or enter a specific template name in the search box.
  3. Hover over the ellipsis more icon of the target template and select Edit to redirect to the Edit Template page.
  4. Click the download Download icon to download the latest template updated by using the online editor or download the original imported BIRT template.