Release report templates

The report template release process depends on the review cycle.

Review cycles for report templates are optional. A report template with a review cycle must be reviewed and accepted before you can release it.

1. To begin the review cycle, open the report template in the RtReports editor, then click Tools > Report Version Manager.

   The Report Template Version Manager window opens.

2. If the report template does not have a review cycle, any user with permission to edit the report template can click Review, then click Accept.

   The report template is now available for generating reports in the RtReports generator.

3. If the report template has a review cycle, the report author must click Mark for Review.

   You cannot edit the report template after you mark it for review unless a reviewer rejects the report template.

   The report template is now available for review in the RtReports generator.

4. To release a report template with a review cycle, the report template reviewers must open and generate the report template in the RtReports generator, then accept the report template in the Report Template Version Manager window in the editor.

   Reviewers can enter comments for their review before clicking Accept or Reject.

   You can see the reviews for the report template by clicking Template Reviews.

   If a reviewer rejects a report template, the report template author must start the review process from the beginning to release it.

   Once a report template has been accepted by all reviewers, it is available for generating reports in the RtReports generator.