Creating a Report Template from the Report DataSet
From the Data page of the Report DataSet, you can launch an Instant Report, then save the report as:
• a Report Template
• a Report Data View, to use it in a Report Template
*Note that Save as Report, generates a public report and also a private Report Template, which you can access in Private Report Template > My Report Templates folder.
To create a Report Template from a Report DataSet:
1. Access the Report DataSet.
2. Click the Report DataSet name concerned to display its properties.
3. Display its Data property page.
4. In the Report DataSet section, click Instant Report .
5. 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.
6. Click OK.
The instant report is displayed in full page, Report section.
7. In the Report section, click More > Save As Report Template .
*Note: if you customize the report display, this customization is not taken into account in the Report Template.
8. In the Name field, enter your Report Template name.
9. Click OK.
A public Report Template is created, with its public Report Table View. They both have the same name.
You can directly access the Report Template from your Home page:
in My Work, click My Report Templates indicator.
Creating a Report Data View from the Report DataSet
From the Data page of the Report DataSet, you can launch an Instant Report, then save the report as:
• a Report Template, to get its Report Template
• a Report Data View, to use it in a Report Template
From a Report DataSet, you can create a Report Data View:
• a Report Table View
• a Report Matrix View
To create a Report Data View:
1. Access the Report DataSet properties (from Report Definitions > report DataSets).
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. (Optional) You can customize the report display.
7. In the Report section, click More > Save as View .
8. Enter a Name to the view.
9. Click OK.
The Report Data View is created and accessible in the Report Studio > Report Template Definition > Public Report Data Views folder.
Any Hopex user can add the View to a Report template:
• use the View to create a Report Template
• add the View as a report Chapter in a Report Template