PLATFORM - Report Studio > TreeSet Definition > Handling a TreeSet > Saving the Tree Report
Saving the Tree Report
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 public report and also a private Report Template, which you can access in Private Report Template > My Report Templates folder.
You can save only one tree report at a time:
• a breakdown
• a dendrogram
• a Treemap
• a TreeTable
Creating a tree-type Report Template
To create a Report Template from a tree report:
1. Access the TreeSet Definition properties.
2. In its Preview page, click Instant Report.
3. Select the renderer type you want to save.
E.g.: Breakdown, Dendrogram, TreeMap, or TreeTable.
4. In the graphic, click More > 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 My report Templates folder (Report Studio > Report Template Definition > Report Templates)
• from the Public Report Template folder (Report Studio > Report Template Definition > Report Templates)
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. In its Preview page, click Instant Report.
4. Select the renderer type you want to save.
5. In the graphic, click More > Save as View .
6. Enter a Name to the view.
7. Click OK.
The Report Tree View is created and accessible in the Report Definitions > Report Templates page: in the Report Data Views > Public Data Views > TreeSet Definition folder.
Any HOPEX user can add the View to a report:
• use the View to create a Report Template
• add the View as a report Chapter in a Report Template