This article offers information regarding packages and their uses within the Report Templates application in the Portal.
Multiple report templates can be combined as packages to define a single multi-tab (worksheet) presentation, like an Excel workbook. Once run, packages may be exported as a multi-tab Excel workbook or as a PDF. It is important to understand that packages are simply a way to run and export multiple templates as a group. Each template will continue to exist independently and is not impacted by being deleted from a package or when a package itself is deleted.
To define a new package, select one or more templates, click Add to Package and Create new Package. You can also add templates to any existing packages that you own (meaning you created the package yourself or ownership was transferred to you).
Packages that you own may also be edited. This will allow you to remove templates from the package or change their display position.
In card view, packages will display as burgundy cards, while list view will simply be labeled "Package".
To open a package, click its name. Packages display like an Excel workbook, with a tab for each report. If a report design includes multiple sheets (tabs), the title is appended by the sheet name, e.g. PL-100, PL-200, etc.
Parameters are based on the templates that are included in the package. Multiple templates in a package that have the same parameter (Period, for example) may only be run for a single entry. So for example, if one template needs to be run for 202105 and another needs to be run for 202212, they will need to be part of separate packages or simply be run individually.
Templates that are in Draft mode may be added to a package, but the package may not be run until all its templates are published.
Packages may be shared via Categories just like individual templates. All templates within the package will need to be published in order to be shared. Any subsequent changes made to templates will have to be published before shared users will see the changes.