CentraSite 10.7 | CentraSite User’s Guide | Report Management | Managing Reports and Report Templates through CentraSite Control | Modifying Report Template Details
 
Modifying Report Template Details
You can view or modify details of a report template in the details page.
The following general guidelines apply when modifying the details of a report template:
*Some attributes within a template are designed to be read-only and cannot be modified even if they appear in a template on which you have modify permission.
*Modifications that you make to a report template will take effect as soon as you save the template.
*To modify the details of a report template
1. In CentraSite Control, go to Reports > Report Templates.
A list of defined templates is displayed in the Report Templates page.
2. Right-click a template for which you want to modify the attributes, and click Details.
The Report Template Details page is displayed.
3. To modify the generic attributes of the report template that are displayed in the area labeled Basic Information, change values of the attributes in the respective data fields as required.
4. To update the BIRT report design (.rptdesign) file, on the Actions menu, select Download Template File. Make the necessary changes and upload the template file using the Upload Template File command on the Actions menu.
5. To update the object types that are associated with the report template, click the Applicable to Object Types tab, add or remove object types, and then click OK.
6. To update the permissions, click the Permissions tab, assign or remove permissions, and then click OK.
7. To update the custom defined properties for this template, click the Object-Specific Properties tab, change values of the properties as required, and then click OK.
8. Click Save.