Interaction of Report Details Preferences and Template Details for Reports

To allow report details settings to be used instead of report details preferences, ensure that the report details preferences are disabled. For more information on report details preferences, see Enabling and Customizing Report Details Preferences.

If you do not disable the report details preferences, they override some of the report details settings that display the report details. These include whether the template/metric details are displayed.

To Configure the Template Details for a Project

Disable the report details preferences. For steps, see Interaction of Report Details Preferences and Report Details for Reports.
In MicroStrategy Developer, right-click the project that you want to work with, and select Project Configuration.
In the Categories list, expand Project definition, and select Document and Reports.
Click Report details and properties.
Select the Template Details check box.
On the left, select Template Details.
Choose one of the following from the Units from View or Base drop-down list:

To include the report objects from the base report, which includes all the objects that make up the report's definition, regardless of whether they are on the report grid, select Base.
To include the report objects from the view report, which includes only the objects on the report grid, select View.
See Including Objects from the Base or View Report for a detailed description and examples.

Choose one of the following from the Base Template name drop-down list:

Select Yes to display the template name for a stand-alone template and "Local Template" for other reports.
Select Automatic to display the template name for a stand-alone template, but leave it blank for other reports.
Select No to omit the template name for all types of reports.
See Displaying the Base Template Name for a detailed description and examples.

Select the Template Description check box to include the short description of the template.
Select the Non_Metric template units check box to include descriptions of report objects other than metrics (such as attributes, consolidations, and custom groups).
Select the Metrics check box to include metrics.
If metrics are displayed, select or clear the check box for each of the following, depending on whether you want to display them:

Conditional Metrics only
Formula
Dimensionality
Conditionality
Transformation
If you choose to inherit whether metrics are displayed, these settings are also inherited.

Click OK.

To Configure the Template Details for a Report

Disable the report details preferences. For steps, see Interaction of Report Details Preferences and Report Details for Reports.
Open the report. You can either edit it or execute it.
Choose Data > Report Details Properties.
Click the General tab.
Ensure that template details are displayed by setting Template Details to Yes.
Click the Template Details tab.
By default, each setting on this tab inherits the project setting, as described in Levels of Report Details Configuration. You can return to this default by selecting <default> from the drop-down list.
Choose one of the following from the Units from View or Base drop-down list:

To include the report objects from the base report, which includes all the objects in the report's definition, regardless of whether they are on the report grid, select Base.
To include the report objects from the view report, which includes only the objects on the report grid, select View.
See Including Objects from the Base or View Report for a more detailed description and examples.

Choose one of the following from the Base Template name drop-down list:

Select Yes to display the template name for a stand-alone template and "Local Template" for other reports.
Select Automatic to display the template name for a stand-alone template, but leave it blank for other reports.
Select No to omit the template name for all types of reports.
See Displaying the Base Template Name for a detailed description and examples.

Select Yes or No from the Template Description drop-down list to determine whether the short description of the template is included.
If the template is embedded or does not have a description, the template description line is not displayed.
From the Non-metric template units drop-down list, select Yes or No to determine whether report objects other than metrics (such as attributes, consolidations, and custom groups) are listed.
From the Metrics drop-down list, select Yes or No to determine whether the metrics on the report are listed.
If metrics are displayed, select whether to display each of the following:

Only Conditional Metrics
Formula
Dimensionality
Conditionality
Transformation
If you choose to inherit whether metrics are displayed, these settings are also inherited.

Click OK.
If report details preferences are enabled, a message opens, indicating that some of your changes may not be applied to the report, as described in Interaction of Report Details Preferences and Template Details for Reports.
- Click Yes to disable report details preferences. The changes that you made affect the display of template details in this report, and report details preferences are disabled for all reports.
- Click No to keep report details preferences enabled. The report details preferences override the changes that you made.