Report designers can upload their templates from Document
Studio into the Rational® Publishing
Engine web app and turn them into reports that their teams can use
to generate documents.
About this task
Although you can create large templates to generate your
documents with multiple sections, you can also use a template for
each section so that you can quickly assemble small reusable components
into one large report. For example, a table of contents template can
be used in many different reports.
Important: You must
be assigned the Report Designer role to create reports.
Procedure
- Open the Design page of the web app.
- Upload templates or style sheets:
- Click Upload Asset.
- Enter a title and description for the template or style
sheet and select the type of file to upload.
- Browse to find the file, and click Upload.
The template is added to the list.
- Click Create a report.
- In the Available templates list, drag and drop templates to the
Templates used in this report column. The order of the templates matches the order the templates are used in the report.
- Select the output formats, and enter a name and description for the report.
- Add any tags for the report.
- Determine the availability of the report. You have two options:
- Select the Make available for Document Generation check box. The report
will appear on the Generate page for users to generate documents from.
- Do not select this check box to keep the report in draft state, so only report designers or
administrators can view it.
- Click Save or Save and Configure. If you click
Save and Configure, you can specify properties to configure data sources,
variables, output, and metadata. For example, you can set default data source connections for
reports, rename data sources and variables with meaningful names, or hide data sources and variables
from end users.
- If you make changes in Document Studio
to a template that you have uploaded, you must update the template
in the web app:
- In the Edit column, click Update Template
.
- In the Update Template window, edit the fields if needed
or browse to the updated template.
- Click Update.
- To delete a template, in the Actions column, click Delete
You can
only delete templates or style sheets that are not used in any reports.
- To quickly preview a report before you generate a document:
- Click the Reports tab on the Design
page.
- In the Actions column for the report
that you want, select the Preview Document icon
.
- Connect to a data source if prompted and click Preview.
- When the job finishes, click Download
Documents
in the Status column. You can save the document or .zip file containing the
document and log file.
- To see all the reports that use a particular asset, in the Actions column, click
Show Reports. A window opens that lists the reports that use this template or stylesheet, and whether the
report is on a schedule.
Results
You can see the report on the Generate page.
What to do next
Generate a document from the report.