How to Upload a Report Template

 

Overview

Once a report template has been designed or modified in Jaspersoft Studio, it must be uploaded to Risk Controller before users can run it. Uploading is performed via the Report Templates section of the Admin Portal. During upload, the report name, output formats, and user role access are configured.

 

Prerequisites

• The report template must be exported from Jaspersoft Studio as a .zip package file
• The uploading user must hold a Designer licence
• The uploading user's role must have the Access admin portal permission enabled

 

Upload a Report Template

• Log in to Risk Controller and select the Cog icon to open the Admin Portal.
• Navigate to Report Templates.
• Click Upload at the top right of the Report Templates list.
• Browse to and select the .zip package file.
• Risk Controller reads the package and displays the Report Settings page.
• Complete the report settings (see field descriptions below).
• In the Availability to user roles section, move relevant roles from Not available into Available to using the arrow buttons or by drag and drop.
• Click Save.

 

Setting	Description
Template Name	Auto populated from the primary .jrxml file. Cannot be edited.
Report Name	The name shown in the Reports menu. Keep it short and descriptive.
Description	Optional free text shown when a user hovers over the report name in the menu.
Appears For	Controls which screens the report appears on: Risk detail, Risk list, or Folder list.
Output Formats	PDF selected by default for new uploads. Standard reports default to PDF, DOCX, and PPTX. XLSX is supported for grid-style data extract reports only.
Replace?	Automatically ticked when a file with the same name already exists. Review carefully before saving.

 

Notes:

• The Replace? checkbox overwrites the existing file for every report that uses it — not only the current upload.
• Use unique filenames for resources that differ between reports.
• Overwriting a standard report template cannot be undone from the Admin Portal.
• Originals can be re-uploaded from the installation media held by the IT department.

 

Cancel Queued Reports

To cancel all reports currently queued in Risk Controller:

1. In the Admin Portal, navigate to Report Templates.
2. Click Cancel all reports at the top of the screen.

Note: Users whose reports are cancelled will receive a notification in the Risk Controller notification area.

 

Troubleshooting

• Report shows as FAILED:
  • The compiled .jasper file may be missing, or a filter is returning no rows. Ensure all .jrxml files have been compiled (right-click > Compile Report) before exporting.
• Report does not appear in the Reports menu:
  • Confirm the user's role is in the Available to list.
  • Confirm the Appears For option matches the screen the user is viewing.
• Standard report was accidentally overwritten:
  • Re-upload the original from \Report Design\Examples on the installation media.