Modifying and Saving a Template

You can modify a report template 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 Editor.
  5. Make any appropriate changes to the template and then click the X at the top right of the Design view to close it and be prompted to save your changes.