Downloading Report Templates

Downloading Performance Manager report templates to your local system enables you to edit them through BIRT Report Designer or Microsoft Excel. After you download and edit a report, you can upload it to make it available to other users. For details see the related Uploading Report Templates procedure.

In the menu, click Performance Manager > Reports.
Select a report that utilizes the template you want to modify from the Reports tree.
Click the Properties tab.
Click the download link of the template you want to download. The available download links are:
Download Excel report template

You receive an Excel file with a sheet that contains the data. You can specify additional information in adjoining sheets, for example diagrams.

Download BIRT report template

You receive the report data as an empty generic BIRT report template. The datasource is already configured.

Download as CSV

You receive the report data as a Comma Separated Values (CSV) file. Depending on your local settings, you will receive ‘,’ or ‘;’ as the delimiter character. The date is also formatted based on user settings.

Download as XML
You receive the report data as XML. The advantage of this approach over CSV is that you retain all sub-report data. Accessing data outside of Performance Manager - You can call a specific URL that offers the report data using the following format:
```
http://server/servicesExchange?hid=reportData&userName=<username>
&passWord=<password>&reportFilterID=<ID of the report>&type=<csv|xml>
```
.
The File Download dialog box displays. Click Save and download the report file to your local system as a rptdesign or xls file, depending on the report type that you are downloading.
Edit the report based on your needs using either the BIRT RCP Designer for rptdesign files or Excel for xls files.