Once you have created a new custom report template using
BIRT Report Designer or Excel and uploaded it to
Performance Manager, you can edit the template's properties like its name, description, or for which modules the template can be used.
In the menu, click
Administration
> Reports.
Click the name of the report template for which you would like to edit or set permissions and associations.
The
Edit Report Template dialog box displays.
Use the
Name,
File name and
Description fields to edit the template properties.
You can change a report’s permission settings by modifying the selections in the
Projects and
Modules list boxes. This will determine which users have access to the selected report template.
Once you are done editing, click
OK to save your changes to the report template.
The edits you have made are applied immediately. Users will see changes the next time they access or refresh the report list.