Setting up a report template

You can create a report template, called sample, to make it available in the Report Resources window.

Before you begin

Procedure

  1. Assign the Administrator role to the user who creates the report template under Report Resources.
    1. Open the Rational Engineering Lifecycle Manager console: https://[relm_hostname]:[port]/relm/admin
    2. Select the target project area. Go to Project Areas > Active Project Areas, and click a project area name.
    3. Select the user that creates the report template. In the Members section, identify the name of the user, and click the Members Menu button Members Menu button .
      Edit user process roles on Project Areas page.
    4. Assign the Administrator role to the selected user. In the Edit Process Roles window, add the Administrator role to the selected user roles. Click OK.
      Assigning Administrator role in Edit Process Roles window
    5. On the project area overview page, save the configuration change.
  2. Create the report template to make it available on the Report Resources pane.
    1. Go to Reports > Report Resources.
    2. Click Create Report Resource in the upper right corner.
    3. On the Report Resource pane, enter the following values and save your configuration:
      • Name: sample
      • Identifier: sample
      • Contents: select installation_directory/conf/relm/reports/sample.dta
      • Project/Team Area: select Shared

Results

You created a report template, called sample. The template is available in Reports > Report Resources. Users can create and customize reports by using this report template.

What to do next


Feedback