Task: Create a New Management Report Template

1. Open the management report template editor in your web browser by navigating to
   http://host:port/report/template
   where host:port is the hub location.
2. Specify one or more scopes for the report template using the template scope selectors in the editor toolbar.

   

3. Enter a name for the template in the Template Name field of the toolbar, and click Save.
   • If there is an existing user-defined template with the same name, CodeSonar will display a message in the toolbar:
     Template "<template_name>" exists. Click here to overwrite.
     (where <template_name> is the name you specified). Either click the provided link to overwrite the previous template, or enter a different name in the Template Name and click Save again.
   • If one of the CodeSonar predefined templates has the same name, CodeSonar will display a message in the toolbar:
     The name "<template_name>" is reserved, please use a different name.
     Choose a different name for the template, enter it in the Template Name and click Save again.
4. Define the template:
   • Add elements by dragging them from the report elements menu into the editing panel.
   • Edit elements by clicking their placeholders to open editing dialogs, then using the editing dialogs to specify your required changes.
   • Save regularly.
   • If you wish, use the Preview tab (in the toolbar) to view an example HTML report generated from the template.
     (If your hub contains no projects, there will be no data to populate any preview with. If your hub contains projects but no analyses, you will only be able to populate previews for templates with Project scope.)
5. Save the template.

You can now generate reports based on the template. You can also edit it further, if required.

Links

• Typical CodeSonar Tasks
• CodeSonar GUI Reference
• Management Reports