Saving the Tree Report
From the Preview page of the TreeSet Definition, you can save the tree as:
• a report, to get its Report Template
• a Report Data View, to use it in a Report Template
You can save only one tree report at a time:
• a breakdown
• a dendrogram
• a Treemap
• a TreeTabble
Creating a tree-type Report Template
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 More > Save as Report.
5. Enter a Name to the report.
A report is created and its Report Template is also automatically created. They both have the same name:
• The report is accessible in your Home page, from My Reports tile.
Alternative: from Report Studio > Other Reports > My Reports.• The Report Template is accessible from Report Studio > Report Template Definition: Report Templates > Private Report Template > My Report Templates folder.
Creating a Report Tree View
You can save each renderer type of your TreeSet as a Report Tree View.
To create a Report Tree View:
1. Access the TreeSet Definition properties.
2. Display its Preview page.
3. Click the renderer type you want to save.
4. In the graphic, click More > Save as View.
5. Enter a Name to the view.
6. Click OK.
The Report Tree View is created and accessible in the Report Studio > Report Template Definition > Public Report Data Views folder.
Any HOPEX user can add the View in a report:
• use the View to create a Report Template
• add the View as a report Chapter in a Report Template