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  1. Home
  2. IT Analytics Help
  3. Section IV. End user
  4. Work with the dynamic template designer
  5. Customize and Export Dynamic Templates

Customize and Export Dynamic Templates

Dynamic Templates that are shipped with the product or that are downloaded from the Cloud cannot be overwritten and will only allow save as to a different name.

To customize a Dynamic Template, search or navigate the report folders to find the Dynamic Template to be modified. When you select the template, an action bar provides a guide for actions that can be taken.

The Customize button launches the Dynamic Template Designer tool. All Dynamic Templates can be customized. If the template is an out-of-the box report, it can be customized and then saved in a user-defined report folder.

See Modify an Out-of-the-Box Dynamic Template.

See Save a Dynamic Template After Edits.

The Export button enables the export of a file that will have a file extension of: .rtd. This report template can then be imported into a user-define report folder on another Portal. Only Dynamic Templates in a user-defined report folder can be exported.

Note that IT Analytics Portal exports only digitally signed templates.

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