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Contents

  • Creating templates
  • Displaying real time data from within your SharePoint portal

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Report Templates Main Window

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#create template
#create template
How to Create a New Template

Analysts and Administrators can add templates to a variety of item types within all monitored environments.

CardioLog Analytics report templates are based on system item types. For example, to create a report template for SharePoint sites, select the Site item type.

To determine your an item type, see the Entity Type in the item properties (In the Navigation pane, under Analysis Center, click an item in Object Explorer and then select Properties) in item properties.

  1. In the Navigation pane, under Settings, click Templates to view the system item types.Click an item and select Add.
    Add Templateall templates organized by item type.
  2. When you hover over an item type, an Add button will appear. Click Add.

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    Add Template Button
     
  3. In the Add Template dialog, enter the template name in the Name text box and then select the number of columns for the template.
  4. To base the If you would like to base your new template on an existing template , select a template one from the Based Template drop down list.
  5. Click Save.
  6. Your new template will now be listed under the item type.

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    Add Template dialogDialog

 

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edit template
edit template
How to Edit A Template

  1. To edit a template, click hover over it and select Edit. When a template is in Edit Mode, you can add widgets to it. 

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    Template Actions

  2. Click Add in the Top Toolbar, or click any blank space in the template, and select a widget to add to the template (for a A complete list of available widgets, see report widgets can be found in the Reports Gallery).
  3. To delete a template, click it hover over its title in the Templates main window and select Delete.
  4. To publish your template for report drill down and for display in the SharePoint "Site Actions" menu, click your template and select Publish. For more information about data drill down, see Data Drill downDrilldown.
  5. If you would like to save your template but make it unavailable for use, select Unpublish.


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Template in Edit Mode

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Displaying Real Time Data From Within Your SharePoint Portal

The ability to export a CardioLog Analytics report into a SharePoint Web Part (see How to export a report as a Microsoft SharePoint Web Part) is designed in order to display specific usage reports within designated SharePoint pages (for instance, a Wiki site manager who wishes to display a list of the most popular wiki pages on the site's homepage).

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