Dashboard/Edit Reports > Properties > Data Source tab > Templates tab
Use Templates to establish a library of reports which can be used as needed. Templates can be used in combination with other templates, or newly added Data Sources, to create new reports or dashboards. The benefit of using templates is that the Data Source and settings used on the template will be used on the new report so that they do not have to be rebuilt; however, the BI Tool Data Sources and settings can be edited when used.
For instructions on:
•How to add a template to the template library, see BI Tool Add a Template.
•How to use templates to create another report or a dashboard, see BI Tool Use a Template.
Figure 104: Templates tab on the Properties screen.
Details for this tab are in the table below:
|
Icon / Field |
Function |
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Click this icon to add the report that is on the Dashboard/Report Edit screen to the Template Library. |
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Highlight a template in the Template Library and then click this icon to add the template to the report that is open on the Dashboard/Report Edit screen. |
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Click this icon to delete the template from the Template Library. |
|
“Template Library” |
The Template Library is a list of templates that have been added by the user. When the BI Tool is first used, the Template Library will be blank. |
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