Report Studio

Converting a Report to a Template

You can convert a new or existing report to a template so it can be reused.

To Convert a Report into a Template:

Create a new report or open an existing report.
Add the objects you want to the work area.
From the File menu, click Convert To Template.

Any query-related information in the original report, such as data items, calculations, and filters, is removed from the template.
From the File menu, click Save As to save the template as a new file and keep the original report intact.