The Report Templates Explorer

A report template is a predefined Excel spreadsheet created for reporting. The Report Templates Explorer contains a collection of reports arranged in groups, and allows you to create and manage the templates. Groups can include reports of different types. For more information about report types and report templates, see Palantir reports.

The Report Templates Explorer node types are explained in the table below.

Icon	Node Type
	Report Group. A folder where individual report templates are stored.
	Represents a Standard report stored in the library.
	Represents a One Line Summary report stored in the library.
	Represents a Variance report stored in the library.
	Represents a One Line Summary Variance report stored in the library.

Grayed-out icons below CASH reports represent financial reports which are available only to users of PalantirFINANCIALS.

If you right-click on a node, the context menu will be displayed. The list of menu options changes according to the nature of the selected item and its position in the hierarchy. The complete list of options for the Report Templates Explorer is shown in the table below.

Menu Item	Function
Add Group	Adds a new group of report templates.
Rename Group	Renames the selected report templates group.
Delete Group	Deletes the selected report templates group.
Add Template	Adds a new report template.
Rename Template	Renames the selected node.
Edit Template	Opens the selected report template in Excel for editing.
Delete Template	Deletes the selected node.
Permissions	Opens the Permissions window for the selected item (see Item Permissions).
Cut	Cuts the selected node and its sub-nodes, and stores them in the clipboard.
Copy	Copies the selected node and its sub-nodes, and stores them in the clipboard.
Paste	Inserts the clipboard contents into the selected node.
Refresh	Reloads the contents of the selected node after changes have been made.