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Configuring the Application > Managing Report Templates > Updating Report Sources

Updating Report Sources

Updating an existing Performance Manager report template allows you to move a report you have customized with BIRT RCP Designer or Microsoft Excel into Performance Manager and make it available to other users.

Note: SuperUser, Administrator, or Reporter privileges are required to create and upload custom reports. You cannot upload or update reports with other user privileges.
CAUTION:
Report templates that ship with Performance Manager are automatically patched when you upgrade to a new version. It is therefore important that you save your customized report templates in a dedicated custom folder, or that you upload customized report templates as new templates. For more information, see Uploading Report Templates.

To update a report template with a modified template file:

  1. In the menu, click Administration > Reports.
  2. Click Update in the Action column of the report you want to update.
  3. Click Browse on the Update Report Template dialog box to browse to and select the template file that is to overwrite the existing template file. The file you select must have the rptdesign or xls file extension.
  4. Click OK to upload the file, and thereby overwrite the file that the report template was previously based on.
Parent topic: Managing Report Templates
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