Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Report Design Templates

Create Report Design Templates

Create a report design project.
The Report Designer
New Report
 wizard includes a number of predefined design templates. You can also create templates of your own for inclusion in the wizard.
  1. Create a new template from the
    File
     menu by selecting
    New
    Template
    .
  2. Select a project and provide a name for the report design. Report design templates have the filename extension
    .rpttemplate
    .
  3. In the
    Display Name
     field, enter the name that will be visible to users in the
    New Report
     wizard.
  4. (Optional) You can also enter a
    Description
     and select an image to associate with the new template.
  5. After you create the new template, you must register it with the
    New Report
     wizard to make it available to others. To do so, select
    File
    Register Template with New Report Wizard...
    To remove a custom template from the
    New Report
     wizard, you must delete it from the Report Designer custom templates folder. To locate this folder, select
    Window
    Preferences
     and navigate to
    Report Design
    Template
    .
The template you created is now available from the
New Report
 wizard, using the display name you provided. If you included a description and a specific image, they too are displayed in the wizard.