Create a new report template

In addition to the templates provided, you can create your own report templates and add them to the Designer Wizard.

To create a new report template, first create a report template schema definition (.rsd) to define the expected structure for the data source and then create the report template (.4rt). Any new templates must be added to the Designer Wizard.

Before you begin:

Create a new directory on your disk (e.g: My Report Templates) where you will store the report template files that you will create in the following procedure.

Create a new report template schema

Go to File > New > Reports and click on Report Template Schema Definition(.rsd). A new .rsd file opens.
Using the available elements, create a structure for the elements that will be used as placeholders in the report template. See the Report template schema definition (.rsd) file topic for more information.
Save the file.

Create a new report template

Go to File > New > Reports and select Empty Report Template(.4rt). A new .4rt file opens.
In the Data View tab, click Open Schema File….
Navigate to the location that you saved your .rsd file in Step 3, select the .rsd file, and click Open. The structure of the elements from the .rsd file that you selected is visible in the Data View tab.
Save the .4rt. You have now created a report template that you can design to suit your requirements.
Note: Before you design your report, see Report template (.4rt) file design features for more information.

Add the new report template to the wizard

Create a new configuration file.
Note: The default configuration file for the Design Wizard is the creatables.conf file, located in the $GSTDIR/conf directory. To create new settings for the template, you must create a new createables.conf file, save it in your new directory, and configure the template to use the new createables.conf file.
1. Go to File > New > Other files and select With no Extension.
2. Save the file to your new directory as createables.conf.

Add the following code to the new createables.conf file and edit the label, name, and directoryPath accordingly:

<?xml version="1.0" encoding="utf-8" ?>
 <Creatables version="2.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xsi:noNamespaceSchemaLocation="http://www.4js.com/ns/gst/3.00/creatables.xsd">
    <DocumentDirectory index="35" label="<newreportlabel>" name="<newreportname>" 
     icon="document_4rp"  directoryPath="<./My Report Template>">
        <DocumentType extension="4rt" icon="document_4rt" action="RWTemplateWizard"/>
        <DocumentType extension="4rp" icon="document_4rp" action="RWTemplateWizard"/>
    </DocumentDirectory>
</Creatables>

Configure the new createables.conf. A reporting template is provided in the Genero Configurations dialog that can be duplicated for your convenience and then associated with your configuration file.
1. Go to Tools > Genero Configurations.
2. In the Environment Sets list, right-click on Reporting template 1.0 and select Duplicate. A new reporting template is created at the bottom of the Environment Sets list and is selected by default.
3. Click on the new reporting template. The GSTSETUPDIR directory is listed in the Environment Variables section.
4. Double-click the GSTSETUPDIR entry and change the Value to the location of your new template directory.
5. Click OK to close the dialogs.
6. In the Information dialog, click Reload Session.

When you have completed the above procedure, go to File > New to open the wizard and view your new report template in the list.