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
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.
About this task
Note: This is an advanced task for process template authors.
- In the Process Templates view, open
the template that you want to edit.
- Add report templates as attachments to the process template.
- On the Overview page of the Process
Template editor, expand the Process Attachments section.
- Click Add and browse for the
local BIRT report design file (.rptdesign). Select the report and
click Open.
- Specify a virtual name in the Attachment
path field. The value you specify here is used in the
process configuration source. For example, you could specify a path
like this for your report templates: /reports/myreport.rptdesign
- 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.
- Configure the process to initialize project areas with
report templates.
- On the Process Configuration page
of the Process Template editor, expand Project
Configuration and click Project Area Initialization.
- In the Server follow-up actions section,
click Add, select Setup Project
for Reports, and click OK.
- Select Setup Project for Reports and
click Create to add report templates.
- For each report template that you add, you specify the
attachment that you added in an earlier step.
- See the next step for configuring the process to instantiate
reports based on the templates that you add.
- Configure the process to instantiate reports during project
initialization. For each report that you want to instantiate from
a report template, specify a value in Folder field:
Tip: If you enter a value in the Folder field,
a report will be instantiated from this template and placed in the
named folder. 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.
- Save the process template.
What to do next
Now when a project area is created using this process template,
the report templates and reports that you specified will be created.
After a project area is created, a project admin can still manage
the report templates. See
Updating report templates with modifications for
more information.