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Creating Your Own Report Templates

A report template is a pattern you use to build reports. Create your own report templates when you frequently produce the same type of report. A template can include the following objects:

For more information about these objects, see Formatting a Report.

To create a report template, you can

For more information about how to create a report template, see the Report Studio Tour. In addition, you can use sample templates provided with Report Studio.

Tip: You can add your own report templates to the New dialog box. For more information, see the Administration and Security Guide.

Convert a Report to a Template

Convert a new or existing report to a template so it can be reused.

Steps

  1. Create a new report or open an existing report.

  2. Add the objects you want to the work area.

  3. From the File menu, click Convert To Template.

    Any query-related information in the original report, such as data items, calculations, and filters, is removed from the template.

  4. From the File menu, click Save As to save the template as a new file and keep the original report intact.

Create a New Template

Create a new template to provide Query Studio and Analysis Studio users with a layout that they can use to create reports or apply to existing reports. You can also use the template in Query Studio to define a layout for prompt pages.

Steps

  1. From the File menu, click New.

  2. Click Query Studio Template and click OK.

  3. Pause the pointer over the page explorer button  and click the report page or prompt page you want to format.

    Tip: To create a new report page or prompt page, click the Report Pages or Prompt Pages folder.

  4. In the Insertable Objects pane, click the Toolbox tab .

  5. Add the objects you want to the work area.

    If you add objects that are not supported by Query Studio, the objects will be ignored when you apply the template.

  6. Save the template.