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How to generate a template report based on a TreeSet definition

msauvage
Super Contributor

How to generate a template report based on a TreeSet definition

Hi,

I have created a TreeSet Definition, now I would like to create a TemplateReport that will be available for all users based on the TreeSet Definition.

 

Regards

Michel

 

4 Replies
OLeGuellec
MEGA

Hi,

 

From the report preview, you can save as report, which saves both the previewed report with preview data and a report template.

New reports can then be created from this template.

 

OLeGuellec_0-1614327954568.png

 

 

msauvage
Super Contributor

Hi, thank you for the quick answer? In fact, I already did it but I didn't find the template report, just a report. Where is the Template Report?

in the list / treeview of report templates ; by default, they are set to private and not visible to end users

 

OLeGuellec_0-1614338686562.png

 

msauvage
Super Contributor

perfect thank you