Including reports in a process template

If you are authoring a process template, you can customize the template to include a set of report templates by default. You can also configure the process to instantiate reports based on these report templates, making default reports available to users. When a project area is initialized from this process template, the report templates and reports that you specify are included.

1. In the Process Templates view, open the template that you want to edit.
2. Add report templates as attachments to the process template.
   1. On the Links page of the Process Template editor, expand the Process Attachments section.
   2. Click Add and browse for the local BIRT report design file (.rptdesign). Select the report and click Open.
   3. Click Browse and navigate to the template file. The value that you specify here is used in the process configuration source. For example, you could specify myreport.rptdesign.
   4. Click OK.
      The report template is added to the list of attachments, and you can now configure the process to use this report template during project initialization.
3. Configure the process to initialize project areas with report templates.
   1. On the Process Configuration page of the Process Template editor, expand Project Configuration and click Project Area Initialization.
   2. In the Server follow-up actions section, click Add, select Setup Project for Reports, and click OK.
      
   3. Select Setup Project for Reports and click Add to add report templates.
      
   4. Complete the fields of the Report Resource window. In the Attachment field, select the template file that you attached earlier. As an alternative to using process attachments, you can point to a template file in a plugin. If you enter a value in the Folder field, a report will be instantiated from this template and placed in the named folder in the user interface. If you do not enter a value in the Folder field, no report will be instantiated. The instantiated report will have the same name as the template.
      
4. Click OK.
5. Click Save to save the process template.