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 Desktop.

To create a report using a template

  1. Click Create Report at the top of the page.

  2. Select a template from the list of pre-designed reports, for example, Call Center Analysis. The template's description can help you decide which to choose.

  3. 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.

  4. 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.

  5. You can change the location of objects on the report by right-clicking a report object and selecting an option from the Move menu.

  6. Format the report as desired.

  7. See how the report appears when executed, by clicking the Run Report icon 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.

  8. Save the report by clicking the Save As icon Save As icon at the top of the page. By default, MicroStrategy Web saves the report in your personal My Reports folder, but you can select a different folder or create a new folder Create New Folder icon.

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