# Template Manager

This provides information on how to use the provided functionalities to create, delete, edit, and export report template.

# Folder Management

The Template Manager requires the creation of folder for report template organization. Follow these instructions to manage folders for report templates.

# Creating a New Folder

Follow these instructions to create a new folder:

 Analysis Server Analysis Console: Create Folder

Analysis Server Analysis Console: Create Folder

  1. Click the New Folder button.

    The Create New Folder dialog should appear.

  2. Type the desired name for the folder to be created.

  3. Click Create to continue.

    Notice that the Folder dropdown includes the newly created folder.

# Renaming a Folder

Follow these instructions to rename a folder:

 Analysis Server Analysis Console: Rename Folder

Analysis Server Analysis Console: Rename Folder

  1. Click the Rename button.

    The Update Folder dialog should appear containing the name of the folder to rename.

  2. Update the following name as desired.

  3. Click Update to apply the changes.

    Notice that the list now contains the updated folder name.

# Deleting a Folder

Follow these instructions to delete a folder:

 Analysis Server Analysis Console: Delete Folder

Analysis Server Analysis Console: Delete Folder

  1. Click the Delete button.

    A warning message should appear confirming the deletion of the folder.

  2. Click OK to continue.

    Notice that the list doesn't include the deleted folder name.

# Template Management

The Template Manager contains the functionalities in managing the creation, viewing, and deletion of report templates. Follow these instructions to utilize the functionalities.

# Saving a Template

Follow these instructions to save the current report created in the Table and Chart View as a report template:

 Analysis Server Analysis Console: Save Template

Analysis Server Analysis Console: Save Template

  1. Click Save Template button.

    The Create New Template dialog should appear.

  2. Type the desired name for the template to be created.

  3. Click Save Template to continue.

    Notice that the template list includes the newly created template.

# Loading a Template

Follow these instructions to load a specific template:

 Analysis Server Analysis Console: Load Template

Analysis Server Analysis Console: Load Template

  1. Choose among the available report templates.

  2. Click the Load Layout button.

    The Table and Chart views should be reuploaded with the layout of the selected template.

# Deleting a Template

Follow these instructions to delete a specific template:

 Analysis Server Analysis Console: Delete Template

Analysis Server Analysis Console: Delete Template

  1. Choose among the available reports to update.

  2. Click the Delete button.

    A warning message should appear confirming the deletion.

  3. Click OK to continue.

    Notice that the list doesn't include the deleted template.

# Exporting a Template

Follow these instructions to export specific template to various format.

 Analysis Server Analysis Console: Export Template

Analysis Server Analysis Console: Export Template

  1. Choose among the available templates.

  2. Choose among the available file formats.

    Format Description
    CSV Comma Separated Values format
    Excel Microsoft Excel format
    Pdf Portable document format
    Mht Web page archive saved by browser (MIME HTML)
    Rtf Rich text format
    Html Hypertext Markup Language file format
    Image PNG file format
    Test Text file format
    Analysis Console: Template Export Format

  1. Click the Export button.

    The exported file should be downloaded automatically.

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