diff --git a/designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates.md b/designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates.md index cfc8b66df..3b4e653c8 100644 --- a/designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates.md +++ b/designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates.md @@ -40,3 +40,8 @@ The Telerik Report Designer searches for and automatically loads templates from * The default template directory located in the Telerik Report Designer’s default working directory. The default working directory is located in the user documents folder named Telerik Report Designer. * The template directory located in the application folder. The application folder is where the Telerik Report Designer executable is located. + + +## See Also + +* [Report Templates in Web Report Designer]({%slug web-report-designer-report-templates%}) diff --git a/designing-reports/report-designer-tools/web-report-designer/configuring-report-templates.md b/designing-reports/report-designer-tools/web-report-designer/configuring-report-templates.md new file mode 100644 index 000000000..d8f18150c --- /dev/null +++ b/designing-reports/report-designer-tools/web-report-designer/configuring-report-templates.md @@ -0,0 +1,83 @@ +--- +title: Configuring Report Templates +page_title: Configuring Report Templates in Web Report Designer +description: Learn more about Report Templates in the Telerik Reporting Web Report Designer, how to create and reuse them. +slug: web-report-designer-report-templates +tags: web, report, designer, wrd, report, template, trtx +published: True +position: 9 +--- + + + +# Configuring Report Templates in Web Report Designer + +|Minimum Version:|Q4 2025| +|----|----| + +Web Report Designer offers functionality for working with report templates. It allows the developers to configure a specific folder for storing the report templates and to manage the access to this specific folder for certain users. + +## Configure Report Templates Folder + +All report templates are stored in a specific **Report Templates** folder. A default folder will be created at root level of your project. You can also navigate to a specific custom folder that contains all the report templates you wish to use. + +The [ReportDesignerServiceConfiguration]({%slug telerikreporting/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-.net-5-and-.net-core-3.1-applications%}#add-configuration-settings-in-the-startupcs-file) class provides a configuration setting for specifying the **TemplateDefinitionStorage**. Thus, you can navigate to a specific folder that stores all report templates: + +````CSharp +services.TryAddSingleton(sp => new ReportDesignerServiceConfiguration +{ + TemplateDefinitionStorage = new FileTemplateDefinitionStorage("templates_folder_path", new[] { "sub_folder_to_exclude" }), +}); +```` + +>note Report templates (.trtx files) can be stored only in the configured `Report Templates` folder. Other file formats are not allowed in the folder. + +## Managing Permissions + +To restrict specific actions or features for users on the client side, for example to restrict `Report Templates`, the [DeniedPermissions]({%slug telerikreporting/report-designer-tools/web-report-designer/web-report-designer-customization%}) setting of the **ReportDesignerServiceConfiguration** can be used. It allows developers to customize the designer experience by disabling certain tools, components, or capabilities based on application logic or user roles. + +>note You can override the [GetDeniedPermissions]({%slug telerikreporting/report-designer-tools/web-report-designer/web-report-designer-customization%}) method in your custom implementation of the reporting service to apply different restrictions based on the logged-in user or other conditions. + +#### Restricting the Templates Folder + +````CSharp +services.TryAddSingleton(sp => new ReportDesignerServiceConfiguration +{ + DeniedPermissions = ReportDesignerPermissionsBuilder.Build( + Permission.Commands_AssetsManager_ReportTemplates + ) +})); +```` + +Once the end-user is **not** granted permissions for the Report Templates, the following actions are available: + +* Create a New Report from a Template - The **From Template** option remains visible even when the user lacks permissions to manage templates. In this restricted mode: + + * Users **cannot** create or upload new templates. + * Users **cannot** delete or edit existing templates. + * Users **can** still create new reports using the available templates. + +|Restricted User|Default User| +|----|----| +|![Restricted User From Template ><](images/web-report-designer-report-templates-restricted-user.png)|![Allowed User From Template ><](images/web-report-designer-report-templates-allowed-user.png)| + +* **Assets manager** - When a *restricted* user opens the Assets Manager, the `Report Templates` folder is invisible and inaccessible: + +|Restricted User|Default User| +|----|----| +|![Restricted User Assets Manager ><](images/web-report-designer-report-templates-restricted-user-assets-manager.png)|![Allowed User Assets Manager ><](images/web-report-designer-report-templates-allowed-user-assets-manager.png)| + +* **Save Report As** - The *restricted* end-user can **only** save as a **Report**. The option for saving as a **Template** is hidden. + +|Restricted User|Default User| +|----|----| +|![Restricted User Assets Manager ><](images/web-report-designer-report-templates-restricted-user-save-as.png)|![Allowed User Assets Manager ><](images/web-report-designer-report-templates-allowed-user-save-as.png)| + +## See Also + +* [How to Edit a Report Template]({%slug web-report-designer-how-to-edit-a-report-template%}) +* [Working with Report Templates]({%slug web-report-designer-report-templates%}) diff --git a/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-dotnet.md b/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-dotnet.md index 8f881a3ef..a67409f41 100644 --- a/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-dotnet.md +++ b/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-dotnet.md @@ -106,10 +106,11 @@ public void ConfigureServices(IServiceCollection services) }); services.TryAddSingleton(sp => new ReportDesignerServiceConfiguration { + TemplateDefinitionStorage = new FileTemplateDefinitionStorage("templates_folder_path", new[] { "sub_folder_to_exclude" }), // introduced in Q4 2025 DefinitionStorage = new FileDefinitionStorage(Path.Combine(sp.GetService().WebRootPath, "Reports"), new[] { "Resources", "Shared Data Sources" }), ResourceStorage = new ResourceStorage(Path.Combine(sp.GetService().WebRootPath, "Reports", "Resources")), SharedDataSourceStorage = new FileSharedDataSourceStorage(Path.Combine(sp.GetService().WebRootPath, "Reports", "Shared Data Sources")), - SettingsStorage = new FileSettingsStorage(Path.Combine(Environment.GetFolderPath(Environment.SpecialFolder.ApplicationData), "Telerik Reporting")) + SettingsStorage = new FileSettingsStorage(Path.Combine(Environment.GetFolderPath(Environment.SpecialFolder.ApplicationData), "Telerik Reporting")) }); } ```` diff --git a/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user-assets-manager.png b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user-assets-manager.png new file mode 100644 index 000000000..405c7190a Binary files /dev/null and b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user-assets-manager.png differ diff --git a/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user-save-as.png b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user-save-as.png new file mode 100644 index 000000000..c4ffaa91e Binary files /dev/null and b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user-save-as.png differ diff --git a/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user.png b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user.png new file mode 100644 index 000000000..b83c13f57 Binary files /dev/null and b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-allowed-user.png differ diff --git a/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user-assets-manager.png b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user-assets-manager.png new file mode 100644 index 000000000..d3bad6810 Binary files /dev/null and b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user-assets-manager.png differ diff --git a/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user-save-as.png b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user-save-as.png new file mode 100644 index 000000000..904e4be4c Binary files /dev/null and b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user-save-as.png differ diff --git a/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user.png b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user.png new file mode 100644 index 000000000..8c7ab5b57 Binary files /dev/null and b/designing-reports/report-designer-tools/web-report-designer/images/web-report-designer-report-templates-restricted-user.png differ diff --git a/knowledge-base/how-to-edit-a-report-template.md b/knowledge-base/how-to-edit-a-report-template.md new file mode 100644 index 000000000..281e2862f --- /dev/null +++ b/knowledge-base/how-to-edit-a-report-template.md @@ -0,0 +1,41 @@ +--- +title: How to Edit a Report Template +page_title: How to Edit a Report Template in Web Report Designer +description: Learn more about Report Templates in the Telerik Reporting Web Report Designer, how to create and reuse them. +type: how-to +slug: web-report-designer-how-to-edit-a-report-template +tags: web, report, designer, wrd, report, template, trtx, edit +published: True +position: +tags: +res_type: kb +--- + +|Minimum Version:|Q4 2025| +|----|----| + +To edit an existing Report Template (.trtx file), follow the steps: + +1. Select the `New Report` option from the Menu: + + Create a Report + +1. Create a Report **From Template**: + + Create From a Template + +1. Select the Report Template (.trtx file) you want to edit: + + Load a Template + +1. Make the desired changes to the loaded predefined report + +1. Save as a **Template** overwriting the previously selected .trtx file: + + Edit a Template + +## See Also + +* [Setting up the Web Report Designer in .NET applications]({%slug telerikreporting/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-.net-5-and-.net-core-3.1-applications%}) +* [Web Report Designer Customization]({%slug telerikreporting/report-designer-tools/web-report-designer/web-report-designer-customization%}) +* [Report Templates in Standalone Report Designer]({%slug telerikreporting/designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates%}) diff --git a/knowledge-base/images/web-report-designer-edit-report-templates-load-template.gif b/knowledge-base/images/web-report-designer-edit-report-templates-load-template.gif new file mode 100644 index 000000000..64b4496ea Binary files /dev/null and b/knowledge-base/images/web-report-designer-edit-report-templates-load-template.gif differ diff --git 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Designer + +|Minimum Version:|Q4 2025| +|----|----| + +A **report template** is a reusable design that defines the layout, styling, and data structure of a report. It allows report designers to create consistent and professional-looking reports without starting from scratch each time. + +## Key Benefits + +Whether you are building dashboards, invoices, or summaries, report templates help you start with a solid foundation—saving time and ensuring visual and structural consistency across your reporting projects. Using templates offers: + +* **Increased Productivity**—Templates offer a ready-made layout and structure, so you can focus on your data instead of design. + +* **Ensure Consistency**—Maintain a uniform look and feel across multiple reports - especially useful for teams or organizations. + +* **Simplify Design for Non-Designers**—Even if you're not familiar with styling or layout best practices, templates give you a polished starting point. + +* **Customize and Reuse**—Easily adapt templates to fit different projects or departments, and reuse them to stay efficient. + +* **Support Branding**—Include your company’s logo, colors, and fonts to ensure every report aligns with your brand identity. + +## Working with Report Templates + +When creating a new report by clicking the `New Report` option in the main menu, you are presented two options: + + * Beginning from scratch with a **Blank Report**—Gives you an empty report. + * Starting from a **Template** (.trtx file)—Gives you a ready-made layout and structure to build on, making the report creation faster and more consistent. + +|Create a Blank Report|Create From a Template| +|----|----| +|![Create a Blank Report ><](images/web-report-designer-report-templates-create-blank.png) |![Create From a Template ><](images/web-report-designer-report-templates-create-from-template.png)| + +### Creating Report Templates + +1. Create a **Blank Report** by selecting the `Blank Report` option. + +1. Design the report in the Web Report Designer according to your needs. + +1. Save the report as a template—This allows you or your team to reuse it for future reports. + + When you wish to save the currently opened report, select the `Save As...` option from the Menu: + + ![Save As Formats ><](images/wrd-save-as-menu-option.png) + + The end-user is presented the option to save the report either as a `Report` (.trdp or .trdx file format), or as a `Template` (.trtx file format). + + Select the **Template** option: + + |Save As Report|Save As Template| + |----|----| + |![Save As ReportFormats ><](images/web-report-designer-report-templates-save-as-report.png) |![Save As Formats ><](images/web-report-designer-report-templates-save-as-template.png)| + +### Using Report Templates + +If you want to start from a predefined report template with a ready-to-use design, the report template option is the right choice. + +1. Select the `New Report` option from the Menu: + + ![Create a Report ><](images/wrd-create-menu-option.png) + +1. Create a report from an existing template by selecting the `From Template` option. + +1. Navigate to the existing template (.trtx) file—When creating a new report, you can choose a template from the available list. The designer loads the layout and styles, and you can then customize the content and data bindings. + + ![Load a Template ><](images/web-report-designer-report-templates-load-template.png) + +1. Enter `File Name` and `Format`—After selecting a template, give your new report a meaningful name and choose the desired output format.: + + ![Report From a Template ><](images/web-report-designer-report-templates-report-from-template.png) + +Now, you are ready to continue crafting your report loaded from a template. + +## See Also + +* [How to Edit a Report Template]({%slug web-report-designer-how-to-edit-a-report-template%})