Configure Reporting Templates
Perform the following to add new or configured report templates back to the respective library.
- You have customized the respective library to which you want to add the report templates as per your customization levels.
- (Optional and required only when you want to add the templates to a different library) You have created an Advanced Reporting templates folder in that library. For more information, see Create a New Advanced Reporting Templates Folder.
- In System Browser, select Management View.
- Select Project > System Settings > Libraries.
- Proceed as follows:
- To add the templates to the Advanced Reporting or Energy Reporting libraries: Select the Advanced Reporting Design folder in the Advanced Reporting or Energy Reporting libraries, if you want to add the templates to the Advanced Reporting or Energy Reporting libraries.
- To add the templates to a different library: Select the Advanced Reporting templates folder in the respective library.
- In the Template Configuration tab, open the Import expander.
- Click Browse.
- In the Browse for Folder dialog box, select the folder where the zipped files of the Advanced Reporting templates are located.
- The Advanced Reporting templates from the selected folder are listed in the Import expander.
- In the Import expander, select the files to be imported and click Import.
- On import, the imported files are listed in the Templates expander.
- The zipped files of the report templates are listed in the library.
NOTE:
If an XLS file is used in report templates, it must be equipped with sufficient access rights to prevent unauthorized access.
