Report Manager - Custom Templates

Question

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) Report Manager allows multiple templates to be created. A default template is assigned in the settings. There is no mention of choosing any of the other templates when sharing. How can we accomplish this?
Q3) Sending reports to non-sisense users, this was picked from the manual: "...the dashboard to exportshould be shared with the non-Sisense user configured in the Configuration Manager page.".&nbsp; Does this mean every non-sisense user needs to be identified in the configuration? This takes away the flexibility from designers to take ownership to share with non-sisense users.
&nbsp;

hamzaj · Answer

Hi&nbsp;mirzay&nbsp;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": "&lt;html&gt;&lt;h2&gt;Hello &lt;%= recipient %&gt;!&lt;/h2&gt;&lt;% if (links &amp;&amp;
links.length &gt; 0) {%&gt;&lt;h3&gt;Also, you received a link(s):
&lt;/h3&gt;&lt;%for (var i = 0; i &lt; links.length; i++) { %&gt;&lt;h3&gt;&lt;%= links[i]
%&gt;&lt;/h3&gt;&lt;% }%&gt;&lt;% }%&gt;&lt;/html&gt;"
}
]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&nbsp;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.

mwoods · Answer

I would also like to know about customizing the report manager template. The out of the box template isn't going to cut it for our clients. Is there a way to include the filters in the body of the email?
[
{
"name": "template 1",
"content": "&lt;html&gt;&lt;h2&gt;Hello &lt;%= recipient %&gt;!&lt;/h2&gt;&lt;% if (links &amp;&amp;
links.length &gt; 0) {%&gt;&lt;h3&gt;Also, you received a link(s):
&lt;/h3&gt;&lt;%for (var i = 0; i &lt; links.length; i++) { %&gt;&lt;h3&gt;&lt;%= links[i]
%&gt;&lt;/h3&gt;&lt;% }%&gt;&lt;% }%&gt;&lt;/html&gt;"
}
]
&nbsp;
&nbsp;

Forum Discussion

Report Manager - Custom Templates

Recent Discussions

Pivot Table widget - column headers and column data out of alignment

Blox conditional formatting up and down indicators

Remove Widget Title Box

Change Legend Category Names

Rename the Pivot Grand Total

Sisense

Support

Resources