Creating a report based on an existing template
When you create a report that is based on an existing report template,
you build the report on a template that already contains objects. This
can save you time designing a new report. Templates are particularly useful
when you want to create several reports that require one or two of the
same objects. A report can be created containing one or two common objects,
and saved as a template. Then you can build reports based on the template
and simply add individual objects required by each report.
A report template is created by report designers using MicroStrategy
To create a report using a template
||Click Create on any page, point to New Report, and select a template (such as Call Center Analysis) from the list
of pre-designed reports. The template's
description can help you decide which to choose.
||The objects that have been chosen
by the template's designer to be part of this template are listed
in the Report Objects pane on the left. To add them to your report,
right-click an object to be added to the report and select Add
to Grid. Metrics are placed in the report's columns by default.
Attributes are placed in the report's rows by default.
||If you want to add additional
objects to the report that are not already part of the template, click
All Objects at the bottom
of the Report Objects pane on the left. Then navigate to the objects
you want to place on the report. Right-click an object to be added
to the report and select Add to Grid.
are placed in the report's columns by default.
are placed in the report's rows by default.
are placed in different parts of the report, depending on the
type of prompt. For example, Object prompts are most commonly
placed directly on a report, but can also be placed in the condition
part of a metric's definition in the Metric Editor, depending
on the type of object in the Object prompt. For a table listing
where to place different types of prompts, see Adding
a prompt to a report.
||You can search for an object to
add to the report by typing the name in one of the Search fields on
the report, and then selecting from the results.
||You can change the location of
objects on the report by right-clicking a report object and selecting
an option from the Move menu.
||Format the report as desired.
||See how the report appears when
executed, by clicking the Run Report
at the top of the page. If you want to move objects or format things
differently, return to Design Mode and make your changes.
||To save your new report, from
the Home menu, select Save. The Save As dialog box opens.
||Navigate to the location in which
you want to save your report, then type a name and description for
the report in the Name and
Description fields and click
OK. Your report is saved.