Modifying and Saving a Template

You can modify existing templates from the List of Report Templates.

  1. Select Report > Report Templates to open the List of Report Templates.
    Note: You can open the List of Report Templates from the List of Reports by clicking the Manage Report Templates tool.
  2. Select a template type to display the list of available templates of that type.
  3. [optional] Click the Path tool to select a different directory in which to search for templates.
  4. Select a template and click the Properties tool to open it in the Report Template Editor.
  5. Make any appropriate changes to the template and then select File > Save.