Uploading Report Templates

To upload a template from your local system:

  1. In the menu, click Performance Manager > Reports.
  2. Select the report to which you want to associate the template.
  3. Click the Report tab.
  4. Click the Click here to upload a new report template link to open the Upload Report Template dialog box.
  5. Give the template a meaningful Name and Description.
  6. In the Projects list box, select the project to which you would like to make the template available or select All Projects to have the template associated with all projects.
  7. Browse to and select the template on your local system.
  8. Click OK to upload the template.