Add Layouts to the Report Definition

You can add a layout to a report in three different ways:

• Create Layout - Select one of the basic or shared templates to launch the Layout Editor.

• Upload Layout - Upload a template file layout that you have designed in one of the supported file types.

• Generate Layout - Automatically generate a simple RTF layout.

1. Navigate to the report editor through the Create Report process flow or by clicking a report's Edit link in the catalog.
2. Click Add New Layout.
   If you want to update the template of a report, you can upload a new template of the same type. For example, to update an RTF template of report, edit the report and upload the new RTF template. However, you can’t upload an XSL template to replace the RTF template.

Add a Layout Using the Layout Editor

Follow these steps to add a layout using the Layout Editor.

1. Under the Create Layout region, click one of the basic or shared templates to launch the Layout Editor. The shared templates are preformatted layouts with common report components already inserted.
2. Design the template.
3. When finished, click Save. In the Save Template dialog enter a name for this layout and select a locale. Click Save.
4. Click Return to return to the Report Editor.
5. Configure the settings for the layout.

Add a Layout by Uploading a Template File

Uploading a template file assumes that you've already created a template file.

To add a layout by uploading a template file:

1. Under the Upload or Generate Layout region, click the Upload icon.
2. In the Upload dialog, perform the following:

   • Enter a Layout Name.

   • Click Browse to locate the Template File in the local file system.

   • Select the Template Type from the list.

   • Select the Template Locale from the list.

   • Click Upload.

If you are connected to Publisher through the Template Builder, then you can upload the layout file directly from the client tool.

Add a Layout by Generating a Template File

Follow these steps to add a layout by generating a template file.

1. Under the Upload or Generate Layout region, click the Generate icon.
2. In the Autogenerate Layout dialog, perform the following:
   • Enter a Template Name for the layout.
   • Click Generate.

The autogenerate feature creates a simple table-based RTF layout that includes all the fields in the data model. The feature can only be used with datasets for which metadata is available. Therefore, this feature can't be used with datasets generated from stored XML files, HTTP feeds, web services, or migrated data templates.