Creating report from templates

Report designers can upload their templates from Document Studio into Publishing Document Builder and turn them into reports that their teams can use to generate document-style reports.

1. Open the Resources tab of Publishing Document Builder.
2. Upload resources:
   1. Click Upload resource.
   2. Enter a name and description for the resource and select the type of file to upload.
   3. If you want to store the resource in a folder, click Select folder and then choose or create a folder.
   4. Browse to find the file.
   5. Add tags to the resource so that you can easily find the resource later.
   6. Select the Make public checkbox if you want other designers to use this resource when designing reports.
   7. Click Upload.
   The resource is added to the list. Templates appear in the Templates tab. The style sheets appear in the Style sheets tab. The reports appear in the Reports tab and JavaScript files appear in the Scripts tab.
3. Click Create a report.
   Tip: You can also select the check boxes for multiple templates and then click the Create report from template icon . The templates appear in the Templates that are used in this report list.
4. In the Available templates list, drag templates to the Templates used in this report column.
   You can search for templates by template name, description, or tag. The order of the templates matches the order that the templates are used in the report.
5. Select the output formats, and enter a name and description for the report.
6. Add any tags for the report.
7. If you want to store the report in a folder, click Select folder and then choose or create a folder.
8. Determine the availability of the report. You have two options:
   • Select the Make public checkbox so that other users can generate document-style reports from this report.
   • Select the Make available for document generation checkbox. The report appears on the Reports tab for designers to generate document-style reports from. Do not select this checkbox to keep the report in draft state, so only report designers or administrators can view it.
9. Click Save or Save and configure. If you click Save and configure, you can specify properties to configure data sources, variables, output, and metadata.
   1. In the Variables tab, select the data type from the list:
      • Simple text: Simple text is the default data type. Enter any value in the Value field.
      • Multi-value text: Enter comma-separated values in the Value field.
      • Boolean: Enter true or false in the Value field.
      • Date: Enter date in DD-MM-YYYY format in the Value field.
      • User: If Publishing Document Builder is registered with Jazz® Team Server, enter JTS users as comma-separated values in the Value field.
      Users can include or exclude the email notification of the template variables in the following ways:

      • If the user with pub_admin role sets the property Include variables in email notification to true in Mail section of Runtime variables tab, template variable details are included in the email notification that is sent from Publishing Document Builder.
      • The user with pub_report_designer role can exclude selected variable details from the email notification. To exclude, select the variable in the Variables tab, and then deselect the Include in email notification checkbox.
   2. Click Save.
10. If you change or modify a template that you uploaded in Document Studio, you must update the template in Publishing Document Builder:
    1. In the Edit column, click Update template icon .
    2. In the Update template window, edit the fields if needed or browse to the updated template.
    3. Click Update.
11. To delete a template, in the Actions column, click Delete icon .
    You can only delete templates or style sheets that are not used in any reports.
12. To quickly preview a report before you generate a document-style reports:
    1. Click the Reports tab on the Resources tab.
    2. In the Actions column for the report that you want, select the Preview document-style report icon .
    3. Connect to a data source if prompted and click Preview.
    4. When the job finishes, click Download document-style reports icon in the Status column.
       You can save the document-style reports or the compressed file that contains the document-style report and log file.
13. To see all the reports that use a particular resource, in the Actions column, click the Show reports icon .
    A window opens that lists the reports that use this template or style sheet, and whether the report is on a schedule.
14. If your document-style report has a connection that uses an SSL certificate as the authentication method, click the Manage certificate icon to edit, or delete certificates.
15. To download a template, click the Show link icon in the Actions column.
    You can then download the template from the URL that is provided.