PIAB uses report templates in the form of a set XSL stylesheets, CSS and supporting images to create reports in HTML format. From version 3.2, you can create multiple sets of these files and choose them when creating reports. The name of the folder containing the templates is used as the display name when selecting these templates.
Normally, both the default and custom report template files are stored on the server within the 'clientsupportfiles' package that is distributed to the PIAB client on each login. You can use this mechanism to modify and distribute report templates.
In addition, you can create and choose local custom report templates, which are independent of the server. This is provided to allow local development and testing of report templates, prior to distribution.
The default report template files are stored on the server in:
and these are distributed to the PIAB client on each login. The complete set of reporting template files consists of:
|*.xsl files||XSL stylesheets for different report types.|
|support folder||Contains supporting image files e.g. RAG icons, logo files, and .CSS stylesheets|
|portfolio folder||Contains a spreadsheet for the special 'Project Summary Data' report over a portfolio.|
|ppp folder||Contains a spreadsheet for the special 'Sales Funnel Report'.|
These optional custom report templates are stored in folders within the 'clientsupportfiles' folder on the server e.g.
[install folder]\piabws\customcontent\clientsupportfiles\xsl\custom\Custom Report Set 1\ [install folder]\piabws\customcontent\clientsupportfiles\xsl\custom\Custom Report Set 2\ (etc.)
Again, like the default report template, these custom templates are distrbuted to the PIAB clients on each login, as part of the 'clientsupportfiles' package.
Local custom report templates are independent of the server, and are stored in the clients local files, e.g. in the Windows Profile:
C:\Users\John.Smith\AppData\Local\piab\localreporttemplates\My Local Report Set 1\
or, if in portable mode:
[install folder]\local\localreporttemplates\My Local Report Set 1\
This would appear in the 'Presentation Options' as e.g.
(local) My Local Report Set 1
To create a new Custom Report Template:
When you come to run a Project or Portfolio report, select 'Presentation Options' and choose a reporting template from the list. Your list should now include: