Creating a Report from a Template

Create new Studio reports easily by using existing ones as templates, with customized branding, formatters, and palettes, and added data sources.

When creating a new report in Studio, you have the option to use an existing published report as a template. This can save you time and ensure that your new report has a consistent look and feel with your other reports. The template will contain existing branding, logos, formatters, and palettes, which you can customize as needed.

To create a report from a template, follow these steps

1: Choosing your Report

1. Go to the Studio Reports list.

2. Click New report in the top right corner of the page to open the report wizard.

3. Give your report a name (this can be changed later).

4. Choose a hub for the report.

5. Select 'Use an existing report'.

6. Click the Radio button next to the published report you wish to use as a template.

7. Click the Next step button to continue.

Selecting a report to use as a template

Note

To use the 'Use an existing report' option, you need to first decide on a report name and select a hub. Otherwise, the option will be grayed out and unavailable.

2: Customization

2.1: Customizing your Template

In the next step of the report creation process, you can select which elements you want to use from the chosen report and specify which data sources you want to replace.

Theme Only: Branding elements (header colors, logo), formatters, palettes and report settings.

Theme and Content: When selecting the 'Theme and Content' option in Studio, you will include all pages, widgets, and other data elements (such as filters and hierarchies) from the chosen report in your new report. Keep in mind that if these items contain references to variables that do not exist in the replaced data sources, errors may occur.

Once you have made your selections, click the Next step button.

2: Configuring your Report

2.1: Selecting a Data Source

The next step in creating a report in Studio is to select a default source of data from the selected hub. You can also add and manage additional data sources once the report has been created, see here for information on how to do this.

2.1.1: Adding a Survey Data Source

To add a survey to your report, follow these steps:

1. Click the check-box next to the survey you want to include. You can select multiple surveys.

2. Click Add to add the selected survey to your report.

2.1.2: Adding a Custom Data Source

To add a custom data source to your report, follow these steps

1. Click Custom to enter the custom data tab.

2. Click the check-box next to the custom data you want to add to your report. You can make multiple selections.

3. Click Add to add the selected custom data to your report.

Note

Remember to select the Default Data Source from the "Default Data Source" drop-down. This can be either a survey or custom data.

2.2: Adding Formatters

Formatters located in the hub you selected earlier can be added to your new report in Studio. To do this, follow these steps:

1. Click Formatters next to 'Data Sources' to view the available formatters.

2. Click the check-box next to the formatter you want to add to your report. You can make multiple selections.

3. Click Add to add the selected formatters to your report.

3: Review & Create

When you have finished making your selections, click the Create report button.