Configuring the Application > Managing Report Templates > Uploading Report Templates

Uploading Report Templates

Uploading Performance Manager report templates makes them available for others to use. You may want to upload a report template after you have edited it with BIRT RCP Designer or Microsoft Excel. You can only run a report if you have access to the project and module to which the report is associated.

Note: SuperUser, Administrator, or Reporter privileges are required to create and upload custom reports. You cannot upload or update reports with other user privileges.

Tip: Templates must be configured with additional information so that they can be identified once they are uploaded to Performance Manager.

Note: Performance Manager reports do not support bitmap (.bmp) image file format. For proper display, images must be in JPEG, GIF, or PNG format.

To upload a customized template as a new report:

In the menu, click Administration > Reports.
Click Upload at the bottom of the page. The Upload Report Template dialog box displays.
Type a Name for the report.
Optional: Type a Description of the report.
From the Projects list box, select the projects with which the report is to be associated. Hold down the Ctrl key to select multiple projects.
From the Modules list box, select the modules with which the report is to be associated. Hold down the Ctrl key to select multiple modules.
Click Browse next to the File field.
Browse to and select the template file that is to serve as the basis for the report template. The file you select must have the rptdesign or xls file extension.
Click OK to upload the report template for use in Performance Manager.