Building Templates

When you build a template, you determine how to display Webtrends Analytics reports, dashboards, and performance dashboards. Perform these steps in Analytics 9.

  1. In the left pane, click Administration > Web Analysis > Report Designer > Templates.
  2. Click New.
  3. Specify a name for your template. The name identifies the template in Administration as well as in the template selection menu for Analytics Reports.
  4. Select a template type:
    • If the profile used with this template uses standard analysis for web or SDC data, click Web.
    • If the profile used with this template uses basic analysis for web or SDC data, click Basic Analysis.
    Your selection determines which reports and dashboards you can include in the template.
  5. In the Content dialog, add elements such as reports, dashboards, and external links to the template. You can move elements around after you add them by selecting them and clicking Move Up or Move Down.
    • To add reports or dashboards to the template, click Add Report, select a report library from the list, and select one or more reports or dashboards in the list. You can also select an Auto-Populated Folder Library to add a folder that includes all current and future reports of its type. After you select an auto-populated folder, you cannot add dashboards or built-in reports.
    • To add an external link to an image or web page, click Add External Link. You can customize external links to show a web page as an inset in your Webtrends report. You can also use macros to ensure the external link always shows current data.
  6. In the Style dialog, specify graph and table standards such as word wrapping and whether to include graphs, tables, and Help cards.
  7. Manage template access through the User Management component at Administration > Application Settings > User Management.