Forum Discussion

mirzay's avatar
mirzay
Cloud Apps
08-17-2022

Report Manager - Custom Templates

The premium Report Manager plug-in has very limited documentation on using Templates. There is a "out-of-the-box look and feel feature" mentioned. Q1) Is this the API Report Manager Template? Q2)...
dashboards & reporting
HamzaJ's avatar
HamzaJ
Data Integration
08-17-2022

Hi mirzay 

We are using the RM aswell (v 1.7.1)

Q1: I cant recall if there was an out of the box template, however they mention the following that you can add as a template:

[
{
"name": "template 1",
"content": "<html><h2>Hello <%= recipient %>!</h2><% if (links &&
links.length > 0) {%><h3>Also, you received a link(s):
</h3><%for (var i = 0; i < links.length; i++) { %><h3><%= links[i]
%></h3><% }%><% }%></html>"
}
]

Q2: As far as I know this is not possible. Yes you can add multiple templates, however you can only chose 1 that will be used. There is also no templateID stored per report. So this can also not be done with an API-call.

Q3: Reports to non-sisense users can be done in 2 ways:

1. You configure a default user. This user will used to generate the reports send to non-sisense users. Dashboards need to be shared with this user and this user's data security will be applied.

2. Enable the toggle useReportOwnerForNonSisenseUser . Now the owner of the report will be used to generate the report instead of a default user. This is usefull in case of data security etc.