Creating Report Templates

Overview of Report Templates

You can save report templates that contain one or more sections. Report templates can contain the following content:

tables, graphs, images, text, and their last saved properties
links from images and text to Web sites and reports
a header and a footer
stored process objects (without the stored process selected)
positioning information

SAS Web Report Studio comes with a selection of templates. You can also create your own templates that you can share or keep private.

This section explains how to save a template, delete and edit your own templates or shared templates that are not saved as read-only, and share or hide templates.

Note: Only authorized users can save templates. If you have questions about your authorization, contact your system administrator.

Save a Report Template

To save a report template that is based on the currently active report, complete these steps:

From the Welcome window or Edit mode, select FileSave As to open the Save As dialog box.
Type the Name that you want to give to this new template. For more information about valid names, see Naming Reports, Folders, and Templates.
For the Type of report, select Template.

Note: If you are viewing a manually refreshed report, then refresh the data to make the Template report type available.
Select a Location, either Shared templates or My templates (your private folder area).

Report templates in the Shared templates folder can be used by other report users, and reports in the My templates folder can be used only by you and your system administrator.
(Optional) Type a template Description. The description is displayed in the Select a Template dialog box. You cannot use these characters: < > & #
(Optional) Enter some Keywords for the template.
(Optional) Select the Retain previous instances of output not to exceed option and then enter a number.
(Optional) Select the Automatically replace if file already exists option if you want to replace an existing template without being prompted to confirm this action.
(Optional) Select the Make read-only option to prevent other users from deleting or modifying this template. (You will still be able to perform these actions on your own template.)
Click OK.

If you saved the template from View mode, the currently displayed report is replaced by the template. Because the template does not include any data selections, you might see invalid graph, table, and map icons, depending on which objects the report contained. At this point, you can click Edit to add data and create a new report based on the template that you created, or you can open another report.