PLATFORM - 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. 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 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 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