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 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.
  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 Overview 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. 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
    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.

      Process template editor, setting up a project for reports

    3. Select Setup Project for Reports and click Create to add report templates.

      Process template editor, setting up a project for reports

    4. For each report template that you add, you specify the attachment that you added in an earlier step.

      Process template editor, setting up a project for reports

    5. See the next step for configuring the process to instantiate reports based on the templates that you add.
  4. 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:

    Process template editor, setting up a project for reports

    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.
  5. 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.

Feedback

Did this help? You can provide feedback at Jazz.net (registration required): Comment in the forums or submit a bug