Dess wrd templates

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%})

designing-reports/report-designer-tools/web-report-designer/configuring-report-templates.md

@@ -0,0 +1,88 @@
+---
+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 
+---
+
+<style>
+img[alt$="><"] {
+  border: 1px solid lightgrey;
+}
+</style>
+
+# Configuring Report Templates in Web Report Designer
+
+|Minimum Version:|Q4 2025|
+|----|----|
+
+Web Report Designer offers functionality for working with report templates. A **report template** is a reusable design that defines the layout, styling, and data structure of a report. 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<IReportDesignerServiceConfiguration>(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<IReportDesignerServiceConfiguration>(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.
+
+>caption Restricted User
+
+![Restricted User From Template ><](images/web-report-designer-report-templates-restricted-user.png)
+
+>caption Default User
+
+![Allowed User From Template ><](images/web-report-designer-report-templates-allowed-user.png)
+
+* Opening the **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%})
+* [Report Templates in Standalone Report Designer]({%slug telerikreporting/designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates%})

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<IReportDesignerServiceConfiguration>(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<IWebHostEnvironment>().WebRootPath, "Reports"), new[] { "Resources", "Shared Data Sources" }),
 			ResourceStorage = new ResourceStorage(Path.Combine(sp.GetService<IWebHostEnvironment>().WebRootPath, "Reports", "Resources")),
 			SharedDataSourceStorage = new FileSharedDataSourceStorage(Path.Combine(sp.GetService<IWebHostEnvironment>().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"))
 		});
 	}
 ````

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:
+
+	<img style="border: 1px solid gray;" src="images/wrd-create-menu-option.png" alt="Create a Report"/> 
+
+1. Create a Report **From Template**:  
+
+	<img style="border: 1px solid gray;" src="images/web-report-designer-report-templates-create-from-template.png" alt="Create From a Template"/> 
+
+1. Select the Report Template (.trtx file) you want to edit:
+
+	<img style="border: 1px solid gray;" src="images/web-report-designer-report-templates-load-template.png" alt="Load a Template"/>
+
+1. Make the desired changes to the loaded predefined report
+
+1. Save as a **Template** overwriting the previously selected .trtx file:
+
+	<img style="border: 1px solid gray;" src="images/web-report-designer-edit-report-templates-load-template.gif" alt="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%})

user-guide/report-templates.md

@@ -0,0 +1,91 @@
+---
+title: Creating and Using Report Templates 
+page_title: Creating and Using 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 
+---
+
+<style>
+img[alt$="><"] {
+  border: 1px solid lightgrey;
+}
+</style>
+
+# Creating and Using Report Templates in Web Report 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 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%})