MicroStrategy ONE
How to Create 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 add individual objects required by each report.
A report template is created by report designers using MicroStrategy Developer.
To Create a Report Using a Template
- Click Create on any folder 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.
- Metrics are placed in the report's columns by default.
- Attributes are placed in the report's rows by default.
- Prompts 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
icon
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.
- 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.