Reporting with the desktop client

Learn how to author templates and generate reports.

Template assistant
You can use the template assistant to help you create a new template.
Getting started with creating and customizing templates
The following topics provide important information to review before you get started designing document-style report that matches your organizational requirements.
Getting started with generating reports
The following topics provide important information to review before you publish document-style reports with IBM Engineering Lifecycle Optimization - Publishing (PUB).
Settings for the Document Studio and Launcher client applications
You can customize your Document Studio or Launcher client application by setting preferences and settings of your choice.
Authoring templates with Document Studio
You can design templates by using Document Studio. The help topics in this section provide conceptual information and instructional assistance to support report authors and report developers as they design document templates.
Defining document specifications without the document generation wizard
Use the Launcher to generate document-style reports from saved document specifications. The Launcher generates Microsoft Word, HTML, and two types of PDF outputs simultaneously. Each of these target formats can be configured to use style sheets, Microsoft Word templates (.dot files), or cascading style sheets.
Creating archives
Create an archive file of all related artifacts in your template so that a complete set of files can be emailed to another user or stored in other locations. By creating an archive, you do not have to manage or send multiple files for someone else to view the files or generate document-style reports.
Previewing a document-style report with the document generation wizard
For document-style reports with large amounts of data, you can generate a document-style report from the Launcher and Document Studio applications with only a subset of the data to decrease generation time.
Generating a document-style report with the document generation wizard
You can generate a document-style report from Launcher and Document Studio.
Discovering an OSLC resource for global configurations
You can discover the value of a configuration URI to support document-style report generation for configurations.

Parent topic: Reporting