Creating a Report Template
For a big picture see Report Template Creation: The Big Picture.You can create a Report Template from:
• a Report DataSet
• a GraphSet
• a TreeSet
• a query
Else you can create a Report Template using a Report Data View.
To answer specific needs, you can also implement a Report Template using macro.
Creating a Report Template from a Report DataSet
In HOPEX Report Studio (or Hopex Power Studio), you can create a Report Template from a Report DataSet.
From the Data page of the Report DataSet, you can launch an Instant Report, then save it as:
• a Report Template
• a Report Data View, to use it in a Report Template
Note: from the instant report, Save as Report generates a report as well as its corresponding private Report Template, which you can access from Report Templates > My Report Templates folder.
To create a Report Template from a Report DataSet:
1. Access the Report DataSet properties (from Report Definitions > Data Sources > Report DataSets).
Else access a Report DataSet Definition properties (from Report Definitions > Data Source Definitions > Report DataSet Definition) and display its Preview page.2. Display its Data page.
3. In the Report DataSet section, click Instant Report 
.
.4. Select the required instant report type.
E.g.: Breakdown (pie chart, bar chart, set of gauges, word cloud), Matrix (bar chart, radar chart, Quantitative (bar chart, line chart, radar chart), Table.
5. Click OK.
The instant report is displayed in full page, Report section.
6. In the Report section, click More 
> Save As Report Template 
.
> Save As Report Template .Note: if you customize the report display, this customization is not taken into account in the Report Template.7. In the Name field, enter your Report Template name.
8. Click OK.
A public Report Template is created, with its public Report Table View. They both have the same name.
You can access the Report Template:
• directly from your Home page, from Custom Report Templates tile, or
• from the Public Report Template folder (Report Studio > Report Template Definition >Report Templates)
Creating a graph-type Report Template from a GraphSet
In HOPEX Report Studio (or Hopex Power Studio), you can create a Report Template from a GraphSet.
From the Preview page of the GraphSet Definition, you can save the graph as:
• a Report Template
• a Report Data View, to use it in a Report Template
Note that Save as Report, generates a report as well as its corresponding private Report Template, which you can access from Report Templates > My Report Templates folder.
To create a graph-type Report Template from a GraphSet:
1. Access the GraphSet Definition properties.
2. Display its Preview page.
3. In the graph, click click More > Save As Report Template .
> Save As Report Template .Note: if you customize the report display, this customization is not taken into account in the Report Template.4. In the Name field, enter your Report Template name.
5. Click OK.
A public Report Template is created, with its public Report Graph View. They both have the same name.
You can access the Report Template:
• directly from your Home page, from Custom Report Templates tile, or
• from the Public Report Template folder (Report Studio > Report Template Definition >Report Templates)
Creating a tree-type Report Template from a TreeSet
In HOPEX Report Studio (or Hopex Power Studio), you can create a Report Template from a TreeSet.
From the Preview page of the TreeSet Definition, you can save the tree as:
• a Report Template
• a Report Data View, to use it in a Report Template
Note that Save as Report, generates a report as well as its corresponding private Report Template, which you can access from Private Report Template > My Report Templates folder.
You can save only one tree report at a time:
• a breakdown
• a dendrogram
• a TreeMap
• a TreeTabble
To create a Report Template from a tree report:
1. Access the TreeSet Definition properties.
2. Display its Preview page.
3. Click the renderer type you want to save.
E.g.: Breakdown, Dendrogram, TreeMap, or TreeTable.
4. In the graphic, click click More > Save As Report Template .
> Save As Report Template .Note: if you customize the report display, this customization is not taken into account in the Report Template.5. In the Name field, enter your Report Template name.
6. Click OK.
A public Report Template is created, with its public Report Tree View. They both have the same name.
You can access the Report Template:
• directly from your Home page, from Custom Report Templates tile, or
• from the Public Report Template folder (Report Studio > Report Template Definition >Report Templates)
Creating a gauge-type Report Template from a query
In HOPEX Report Studio (or Hopex Power Studio), you can create a Report Template from a query (without parameters). This Report Template enables to create gauge reports.
See use cases in How to Create and Customize a Gauge Report Template section.
To create a gauge-type Report Template from a query:
1. Connect to HOPEX Report Studio desktop.
2. Access the queries: click Report Definitions > DataSources > Queries navigation menu.
3. In the Queries without mandatory parameters list, right-click a query and select Documentation > New gauge report.
4. In the Name field, enter the report name.
5. Click OK.
The gauge report and its corresponding private Report Template (with associated Report Value View) are automatically created. They all have the same name.
You can access the Report Template:
• directly from your Home page, from Custom Report Templates tile, or
• from My Report Templates folder (Report Definitions > Report Templates)
• from the Private Report Template folder (Report Definitions > Report Templates)
Creating a Report Template using a Report Data View
You can create a Report Template right away including a Report Chapter with a Report Data View saved in the Public Report Data Views folder.
Prerequisite: your Report Data View is created.
To create a Report Data View, see Creating a Report Data View.To create a Report Template using a Report Data View:
1. Access the Report Templates folders.
2. Hover the cursor over My Report Templates folder, and click New > Report Template.
Alternative: from your Homepage > My Scope, click My Report Templates, then click New.Your Report Template Basic Properties window appears.
At creation this Report Template is "public" (see Report Template Properties), in case you create a Report Template from Private Report Template sub-folder, it is still saved in Public Report Template sub-folder.3. In the Name field, enter your Report Template name.
By default the Report Template name is: Report Template-x (x is a number).4. In the drop-down list select the Report Data View you want to fill your first chapter with.
5. Click OK.
The Report Template is created with a single chapter based on the Report Data view selected.
You can:
• add other chapters.
• customize the Report Template.
Creating a Report Template using a macro
To build your report chapters, you can use an existing macro on condition that parameters are compatible.
To create a Report Template using a macro:
1. Access the Report Templates folders.
2. Hover the cursor over My Report Templates folder, and click New > Report Template.
Alternative: from your Homepage > My Scope, click My Report Templates, then click New.The Basic Properties page appears.
At creation this Report Template is "public" (see Report Template Properties), in case you create a Report Template from Private Report Template sub-folder, it is still saved in Public Report Template sub-folder.3. In the Name field, enter your Report Template name.
By default the Report DataSet Definition name is: Report Template-x (x is a number).Example: Application
4. Click Next.
The Parameters definition wizard appears.
Parameter definition indicates the input data type the user must enter for the report calculation (e.g.: Applications).
Do not define any parameter if you want the report to be launched without requiring the user to select any input objects.For each parameter define the available object type that can be instantiated for the report (parameter with Hopex objects or with simple types).
See How to Define Parameters in a Report Template section.5. Click Next to continue the Report Template definition:
Else click OK to terminate the Report Template definition later. You need to define at least one Report Template Chapter. See Adding a Report Chapter to a Report Template.The Chapters definition wizard appears.
6. Click New 
.
. 7. In the Name field, enter the Report Chapter name.
8. In the Based on field, select "Macro".
9. In the Macro field, click the right-oriented arrow and select Add Macro.
If the macro is already created, select the macro in the drop-down list and click OK.10. In the Name field, enter a name for the macro.
11. Click Next.
12. Select Create a Java Macro and click Next.
13. In the Setup JAVA Macro:
• In the Class Name field, enter the class defined in Eclipse when developing the Java macro.
• In the Package Name field, enter the macro path.
Example: "com.mega.modeling.analysis.reports" for those supplied by MEGA.
To create the macro, see How to Define Parameters in a Report Template section.14. Click OK.
The macro name appears in the Macro field.
For such a Report Template example, see Report Template with a Report Chapter Based on a Macro.The macro appears in the Report Template tree, under the Report Chapter concerned.
You can:
• add other chapters.
• customize the Report Template.