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Get help for ARIS Process Performance Manager

Create document template

You can create document templates with predefined settings and assign them to any report definition.

You can assign the document template styles, page settings, a cover page, and images placed in header and footer of the currently displayed report definition.

Prerequisite

You have the Report management function privilege.

Procedure. Procedure

  1. Open a report definition or create a new report definition.

  2. Display the Base tab bar.

  3. Click Save Save > Save as Save as document template.

  4. Specify your settings.

  5. Click OK.

The document template is saved and is available to all users with the corresponding function privilege. The document template is saved with the .ret extension under the name of the relevant report definition, for example, report.ret and is available in the Report directory of your PPM server.

You can edit existing document templates later.