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Create External Report Template

External Report Templates set default values to be used when creating External Reports via Content Auto Synchronization.

PREREQUISITES:

  • An External Report that will define the fields defaulted when using the Autosync function to create External Reports.  

1. Create a New Template

Access Content > Elements, select External Report that will be used as a template for new External Reports and open its Editor

  1. In the More menu select the "Create Template" option.
  2. Select "Create" option in Manage Templates popup.
    • The popup appears only when External Report Templates already exist. Otherwise, the Template Editor opens right away.
  3. Click [OK] to open the Template Editor.
  4. Provide a descriptive Template name and Description.
  5. All the Template Defaults are copied from chosen External Report.
1.1. Defaulted Fields

Here are the fields that are used as defaults in the Template.

NOTE: Beginning in v7.2.2, templates also keep the Tableau toolbar settings from the External Report's Advanced tab: Customize Tableau Toolbar and Tabs, Tableau Toolbar and Display Tableau Tabs. Templates created earlier do not have them. To add them, select "Update" instead of "Create" in the Manage Templates popup and choose the Template.

2. Create New External Report from Template Editor

Go to External Reports tab of the Template Editor and click [+ New External Report].

This will transfer you to the External Report Editor with the template defaults applied.

3. Finding the Template

Access Admin > Reference Objects > Object Templates and open the External Report tab