Dess wrd templates

designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates.md

@@ -40,3 +40,8 @@ The Telerik Report Designer searches for and automatically loads templates from
 
 * The default template directory located in the Telerik Report Designer’s default working directory. The default working directory is located in the user documents folder named Telerik Report Designer.
 * The template directory located in the application folder. The application folder is where the Telerik Report Designer executable is located.
+
+
+## See Also
+
+* [Report Templates in Web Report Designer]({%slug web-report-designer-report-templates%})

designing-reports/report-designer-tools/web-report-designer/how-to-edit-a-report-template.md

@@ -0,0 +1,47 @@
+---
+title: How to Edit a Report Template
+page_title: How to Edit a Report Template in Web Report Designer
+description: Learn more about Report Templates in the Telerik Reporting Web Report Designer, how to create and reuse them.
+slug: web-report-designer-how-to-edit-a-report-template
+tags: web, report, designer, wrd, report, template, trtx, edit
+published: True 
+position: 2 
+---
+
+<style>
+img[alt$="><"] {
+  border: 1px solid lightgrey;
+}
+</style>
+
+# How to Edit a Report Template in Web Report Designer
+
+|Minimum Version:|Q4 2025|
+|----|----|
+
+To  edit an existing Report Template (.trtx file), follow the steps:  
+
+1. Select the `New Report` option from the Menu:
+
+	![Create a Report ><](images/wrd-create-menu-option.png)  
+
+1. Create a Report **From Template**: 
+
+    ![Create From a Template ><](images/web-report-designer-report-templates-create-from-template.png)
+
+1. Select the Report Template (.trtx file) you want to edit:
+
+	![Load a Template ><](images/web-report-designer-report-templates-load-template.png) 
+
+1. Make the desired changes to the loaded predefined report
+
+1. Save as a **Template** overwriting the previously selected .trtx file:
+
+	![Edit a Template ><](images/web-report-designer-edit-report-templates-load-template.gif)   
+
+
+## See Also
+
+* [Setting up the Web Report Designer in .NET applications]({%slug telerikreporting/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-.net-5-and-.net-core-3.1-applications%})
+* [Web Report Designer Customization]({%slug telerikreporting/report-designer-tools/web-report-designer/web-report-designer-customization%})
+* [Report Templates in Standalone Report Designer]({%slug telerikreporting/designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates%})

designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-dotnet.md

@@ -106,10 +106,11 @@ public void ConfigureServices(IServiceCollection services)
 			});
 		services.TryAddSingleton<IReportDesignerServiceConfiguration>(sp => new ReportDesignerServiceConfiguration
 		{
+			TemplateDefinitionStorage = new FileTemplateDefinitionStorage("templates_folder_path", new[] { "sub_folder_to_exclude" }), // introduced in Q4 2025
 			DefinitionStorage = new FileDefinitionStorage(Path.Combine(sp.GetService<IWebHostEnvironment>().WebRootPath, "Reports"), new[] { "Resources", "Shared Data Sources" }),
 			ResourceStorage = new ResourceStorage(Path.Combine(sp.GetService<IWebHostEnvironment>().WebRootPath, "Reports", "Resources")),
 			SharedDataSourceStorage = new FileSharedDataSourceStorage(Path.Combine(sp.GetService<IWebHostEnvironment>().WebRootPath, "Reports", "Shared Data Sources")),
-				SettingsStorage = new FileSettingsStorage(Path.Combine(Environment.GetFolderPath(Environment.SpecialFolder.ApplicationData), "Telerik Reporting"))
+			SettingsStorage = new FileSettingsStorage(Path.Combine(Environment.GetFolderPath(Environment.SpecialFolder.ApplicationData), "Telerik Reporting"))
 		});
 	}
 ````

designing-reports/report-designer-tools/web-report-designer/report-templates.md

@@ -0,0 +1,148 @@
+---
+title: Report Templates
+page_title: Report Templates in Web Report Designer
+description: Learn more about Report Templates in the Telerik Reporting Web Report Designer, how to create and reuse them.
+slug: web-report-designer-report-templates
+tags: web, report, designer, wrd, report, template, trtx
+published: True 
+position: 1 
+---
+
+<style>
+img[alt$="><"] {
+  border: 1px solid lightgrey;
+}
+</style>
+
+# Report Templates in Web Report Designer
+
+|Minimum Version:|Q4 2025|
+|----|----|
+
+The main purpose of using report templates in the Telerik Web Report Designer is to help users quickly create consistent, professional-looking reports without starting from scratch every time. 
+
+## Why Use Report Templates?
+
+* **Save Time**: Templates provide a ready-made layout and structure, so you can focus on your data and content rather than design.
+
+* **Ensure Consistency**: Using templates helps maintain a uniform look and feel across multiple reports - especially useful for teams or organizations.
+
+* **Simplify Design for Non-Designers**: Even if you're not familiar with styling or layout best practices, templates give you a polished starting point.
+
+* **Customize and Reuse**: You can modify a template to suit your needs and reuse it across different projects or departments.
+
+* **Standardize Branding**: Templates can include your company’s logo, colors, fonts, and layout preferences - ensuring every report aligns with your brand.
+
+## How Templates Work in Web Report Designer
+
+When creating a new report, instead of beginning from scratch with a **Blank Report**, you can start with a .trtx **Template** file. 
+
+|Create a Blank Report|Create From a Template|
+|----|----|
+|![Create a Blank Report ><](images/web-report-designer-report-templates-create-blank.png) |![Create From a Template ><](images/web-report-designer-report-templates-create-from-template.png)|  
+
+This gives you a predefined layout, styling, and structure, saving time and effort. Templates can include:
+* Headers and footers
+* Company branding (logos, colors, fonts)
+* Predefined data regions (tables, charts, etc.)
+* Style rules and formatting
+
+This makes it easy to maintain a consistent look across multiple reports. 
+
+### Starting from a Template
+
+1. Select the `New Report` option from the Menu:
+
+	![Create a Report ><](images/wrd-create-menu-option.png)   
+
+1. Select an existing `Template`: When creating a new report, you can choose a template from the available list. The designer loads the layout and styles, and you can then customize the content and data bindings.
+
+	![Load a Template ><](images/web-report-designer-report-templates-load-template.png) 
+
+1. Enter `File Name` and `Format`: Once the template is selected, enter an appropriate name for the report you are creating from the template and choose the `Format`:
+
+	![Report From a Template ><](images/web-report-designer-report-templates-report-from-template.png) 
+
+### Creating Your Own Templates
+
+You can design a report in the Web Report Designer and save it as a template. This allows you or your team to reuse it for future reports. When you wish to save the currenty opened report, select the `Save As...` option from the Menu:
+
+![Save As Formats ><](images/wrd-save-as-menu-option.png)  
+
+The end-user is presneted the option to save the report either as a `Report` (.trdp or .trdx file format), or as a `Template` (.trtx file format):
+
+|Save As Report|Save As Template|
+|----|----|
+|![Save As ReportFormats ><](images/web-report-designer-report-templates-save-as-report.png) |![Save As Formats ><](images/web-report-designer-report-templates-save-as-template.png)| 
+
+### Report File Formats
+
+The file extensions **.trdp**, **.trdx**, **.trtx** and **.trbp** are used in Telerik Reporting to represent different types of report files. Here's a breakdown of what each one is for:
+
+|Format| Description| Use Case|Designer Compatibility|
+|----|----|----|----|
+|.trdp|**T**elerik **R**eport **D**efinition **P**ackage - Full report with resources. XML-based, editable|Ideal for packaging a report with its assets (images, styles, etc.).|Used in both Web Report Designer and Standalone Report Designer.|
+|.trdx|**T**elerik **R**eport **D**efinition **X**ML - Report definition only. Packaged binary (ZIP)|Better for deployment and performance|Supported in Standalone Report Designer and Web Report Designer.|
+|.trtx|**T**elerik **R**eport **T**emplate **X**ML - XML file used as a template|Used to create new reports based on a predefined layout or style|Supported in Standalone Report Designer and Web Report Designer.|
+|.trbp|**T**elerik **R**eport **B**ook **P**ackage - Stores a report book - a collection of multiple reports|Used when you want to combine several reports into one document (e.g., for printing or exporting)|Standalone Report Designer (and programmatically)|
+
+The report template format **.trtx** stands for Telerik Report Definition XML and contains the structure, layout, data bindings, and styling of a report. Unlike .trdp (which is a packaged format), .trdx is plain XML, making it easier to version control, edit manually, or generate dynamically.
+
+## Configure Report Templates Folder
+
+If your application doesn't have a specific **Report Templates** folder setup, a default one will be created at root level of your project. You can also navigate to a specific custom folder that contains all the report templates you wish to use.
+
+The [ReportDesignerServiceConfiguration]({%slug telerikreporting/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-.net-5-and-.net-core-3.1-applications%}#add-configuration-settings-in-the-startupcs-file) class provides a configuration setting for specifying the **TemplateDefinitionStorage**. Thus, you can navigate to a specific folder that stores all report templates:
+
+````CSharp
+services.TryAddSingleton<IReportDesignerServiceConfiguration>(sp => new ReportDesignerServiceConfiguration
+{
+	TemplateDefinitionStorage = new FileTemplateDefinitionStorage("templates_folder_path", new[] { "sub_folder_to_exclude" }),
+});
+````
+
+>note Report templates (.trtx files) can be stored only in the configured `Report Templates` folder. Other file formats are not allowed in the folder.
+
+## Managing Permissions
+
+To restrict specific actions or features for users on the client side, for example to restrict `Report Templates`, the [DeniedPermissions]({%slug telerikreporting/report-designer-tools/web-report-designer/web-report-designer-customization%}) setting of the **ReportDesignerServiceConfiguration** can be used. It allows developers to customize the designer experience by disabling certain tools, components, or capabilities based on application logic or user roles.
+
+>note You can override the [GetDeniedPermissions]({%slug telerikreporting/report-designer-tools/web-report-designer/web-report-designer-customization%}) method in your custom implementation of the reporting service to apply different restrictions based on the logged-in user or other conditions.
+
+#### Restricting the Templates Folder
+
+````CSharp
+services.TryAddSingleton<IReportDesignerServiceConfiguration>(sp => new ReportDesignerServiceConfiguration
+{
+    DeniedPermissions = ReportDesignerPermissionsBuilder.Build(
+        Permission.Commands_AssetsManager_ReportTemplates
+        )
+}));
+````
+
+Once the end-user is not granted permissions for the Report Templates, the following actions are available:
+
+* Create a New Report from a Template - The **From Template** option is still *visible* but *restricted*. The restricted user is not allowed to create new or upload templates, delete or edit any existing templates. However, consuming the already existing templates is allowed.
+
+|Restricted User|Default User|
+|----|----|
+|![Restricted User From Template ><](images/web-report-designer-report-templates-restricted-user.png)|![Allowed User From Template ><](images/web-report-designer-report-templates-allowed-user.png)| 
+
+* **Assets manager** - When a *restricted* user opens the Assets Manager, the `Report Templates` folder is invisible:
+
+|Restricted User|Default User|
+|----|----|
+|![Restricted User Assets Manager ><](images/web-report-designer-report-templates-restricted-user-assets-manager.png)|![Allowed User Assets Manager ><](images/web-report-designer-report-templates-allowed-user-assets-manager.png)|     
+
+* **Save Report As** - The *restricted* end-user can only save as a **Report**. The option for saving as a **Template** is hidden.
+
+|Restricted User|Default User|
+|----|----|
+|![Restricted User Assets Manager ><](images/web-report-designer-report-templates-restricted-user-save-as.png)|![Allowed User Assets Manager ><](images/web-report-designer-report-templates-allowed-user-save-as.png)|    
+
+## See Also
+
+* [How to Edit a Report Template]({%slug web-report-designer-how-to-edit-a-report-template%})
+* [Setting up the Web Report Designer in .NET applications]({%slug telerikreporting/designing-reports/report-designer-tools/web-report-designer/how-to-set-up-in-.net-5-and-.net-core-3.1-applications%})
+* [Web Report Designer Customization]({%slug telerikreporting/report-designer-tools/web-report-designer/web-report-designer-customization%})
+* [Report Templates in Standalone Report Designer]({%slug telerikreporting/designing-reports/report-designer-tools/desktop-designers/standalone-report-designer/report-templates%})