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@Jaison Joy I have answer for you 😊 Please let me know if this helps you gather the information you're trying to collect. If you install the Performance Component there is a tab within the Performance Component for Reports. The Reports tab shows you a listing of all reports, and you can add a column (via show/hide columns) that will help you identify which master template each report is using (if any). The column you need is named "Short Path". In the screenshot below you can see the Short Path column, and I've highlighted "template" in the values. All of the reports shown in the screen just happen to be using a template. If you have a report that isn't using a master template you won't see the word template on the list. <img src="https://higherlogicdownload.s3.amazonaws.com/IMWUC/UploadedImages_Apptio/xUHUuzSbSTBFKSogW3wi_temp-T.jpg" class="media-object tinymce-editor-img img-responsive" title="Samples Screenshot of Report Tab within Performance Component" data-title="Samples Screenshot of Report Tab within Performance Component" width="100" data-modalsrc="https://s3.amazonaws.com/higherlogicdownload/APPTIO/UploadedImages/xUHUuzSbSTBFKSogW3wi_temp.png" data-imgbase="https://s3.amazonaws.com/higherlogicdownload/APPTIO/UploadedImages/xUHUuzSbSTBFKSogW3wi_temp.png" data-imgthumbnail="https://higherlogicdownload.s3.amazonaws.com/IMWUC/UploadedImages_Apptio/xUHUuzSbSTBFKSogW3wi_temp-T.jpg" data-imgmedium="https://s3.amazonaws.com/higherlogicdownload/APPTIO/UploadedImages/xUHUuzSbSTBFKSogW3wi_temp-M.jpg" data-imglarge="https://s3.amazonaws.com/higherlogicdownload/APPTIO/UploadedImages/xUHUuzSbSTBFKSogW3wi_temp-L.jpg"> If you are unfamiliar with the Performance Component, you can learn more here, including how to install it and pre-requisites. Link to Performance Component Info There's also an existing discussion you might want to reference here: Link to Discussion on Performance Component #answered #CostingStandard(CT-Foundation)

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How to identify reports linked to a Master Report?

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Jaison Joy posted Sun January 17, 2021 09:15 PM

How to identify reports linked to a Master Report?
#CostingStandard(CT-Foundation)

Apptio Community Member posted Mon January 18, 2021 01:07 PM Best Answer

@Jaison Joy I have answer for you 😊

Please let me know if this helps you gather the information you're trying to collect.

If you install the Performance Component there is a tab within the Performance Component for Reports.

The Reports tab shows you a listing of all reports, and you can add a column (via show/hide columns) that will help you identify which master template each report is using (if any). The column you need is named "Short Path".

In the screenshot below you can see the Short Path column, and I've highlighted "template" in the values. All of the reports shown in the screen just happen to be using a template. If you have a report that isn't using a master template you won't see the word template on the list.

Samples Screenshot of Report Tab within Performance Component

If you are unfamiliar with the Performance Component, you can learn more here, including how to install it and pre-requisites.

Link to Performance Component Info

There's also an existing discussion you might want to reference here:

Link to Discussion on Performance Component

#answered

#CostingStandard(CT-Foundation)

Guillermo Cuadrado posted Mon January 18, 2021 07:53 AM

We connect most of our reports to the same master, but some don't have any. I'd be interested to find out which ones fall in what category.
#CostingStandard(CT-Foundation)

Apptio Community Member posted Mon January 18, 2021 09:10 AM

Hi Jaison, how many reports are you dealing with?

I'm not aware of a quick way to identify report relationships with Master Report templates, but I'm researching to see.

Maybe you could try this solution to help with visual inspection of your reports? Temporarily add text to your master template(s), then open reports to see if the temporary text shows up (or not). More specifically...

1) Check out your master report templates and temporarily add a Text Box at the top of the master template that says something like "Finance Master Template" (etc...). If you want to identify the specific master template a report is linked to, then be very specific with the text you're temporarily adding to the master template.

2) Save your master report changes (don't check in though, because you'll revert these changes to your master templates)

3) Systematically open your reports (in your dev environment) and review the report header to determine if any of your Temp Text additions are displayed on your report (wherever you added the text to the master) Reports that don't display your temporary text additions you can assume are not tied to a master report template.

Admittedly it's a brute force identification method, however it may work for you depending upon the number of reports you're dealing with.

If you were asking about tables, I'd have a quick solution for you, however for reports I don't have a trick right away (but I'm researching.)

Think this approach might help?

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Guillermo Cuadrado posted Mon January 18, 2021 09:17 AM

That's kind of equivalent to having a spreadsheet with all the reports, linking them to the appropriate master report. That wouldn't require updating all reports upfront, but one would still have to go through all of them.
Since we don't create reports every day, that would work for us. Also, we can tell at a glance whether a report is linked to our master report. The look & feel is totally different from the empty ones.
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Jaison Joy posted Mon January 18, 2021 06:13 PM

Thanks Eric. I'll try out your recommendation and see how it goes.
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