Report templates are report definitions that can be passed between Tealeaf environments. A report template includes the base container for the template, specified components, and the required events to populate the dashboard with data.
Through the Portal, you can import and export the report templates for scorecards, dashboards, and Report Builder reports.
The following limitations apply to importing report templates:
- If an item in a report, such as an event, dimension, or the report itself exists in the destination system, it is used as-is and is not updated. This comparison is based on internal identifiers, instead of display names
- The report import feature does not provide full support for any scorecards or reports that reference specific dimension values.
- You cannot remap events that are used by a report during the import process.
- You cannot map a report template that is imported to an existing report in the destination system. If five template imports reference a single report, they reference the single instance that is created by the first template import.
- After you import a report template, you cannot re-import it to overwrite the previous version. You must delete the report in the destination system before you attempt to re-import it.
- The ability to import report templates is governed by the
Default Allow Report Template Importpermission at the group level and theAllow Report Template Importpermission at the individual user level.
Importing dashboard report templates
You can create report templates and import them for your dashboard.
- From the Portal menu, select Configure > Dashboards.
- Click the Report Templates category.
- Click Import Template.
- Click Browse.
- Go to your local environment to select the
.tltfile and click Open. - To upload the template, click OK.
The Import Objects dialog is displayed.
- To import the uploaded template, click Import.
- Click Close.
If events are imported with your report template, it can take a few minutes before they are available in the event manager.
Importing scorecard report templates
You can create report templates and import them for your dashboard.
- From the Portal menu, select Configure > Scorecards.
- Click the Report Templates category.
- Click Import Template.
- Click Browse..
- Go to your local environment to select the
.tltfile and click Open. - To upload the template, click OK.
The Import Objects dialog is displayed.
- To import the uploaded template, click Import.
- Click Close.
If events are imported with your report template, it can take a few minutes before they are available in the event manager.
Exporting dashboard report templates
You can export report templates for dashboards.
- From the Portal menu, select Configure > Dashboards.
- Click Report Templates category.
- Select a dashboard to export as a template.
- Click Select.
- Click Export Template.
- Click Save.
The report template is saved to your local system.
Exporting scorecard report templates
You can export report templates for scorecards, dashboards or a report builder report.
- From the Portal menu, select Configure > Scorecards.
- Click Report Templates category.
- Select a scorecard to export as a template.
- Click Select.
- Click Export Template.
- Click Save.
The report template is saved to your local system. Scorecard report templates are exported in
.tltformat, which is a proprietary format.