Save and Reuse Report Templates

Create a standardized report from a pre-defined report template that can be reused to execute and export future reports. A template file saves the Report contents (entities and modules) and the model file data.

Before you begin, make sure the Document or Presentation report is set up correctly in the Report Browser.

When creating an initial template, the master document path and working directory information are saved in the template file along with the report structure for future use. Upon loading such a pre-defined template, you are given an option to either use local preferences, use the preferences from the report template (by default), or shown the working directory and master document defined in the template.

  • Save the report template.
    1. From the Report Browser, click (Save) and select one of the following options:
      • Choose Save Report Template to save a report template.
      • Choose Save Report Template As to save a report template in a specific file location.
  • Load a previously saved report template.
    1. From the Report Browser, click > Load Report Template.
    2. From the File Browser, navigate to the required report template and select Open.
      The Report Settings dialog opens.

      Figure 1.
    3. To only load the report tree structure and to exclude the report parameter files, such as the model and result files, select the Load Report Structure only checkbox.

      When you want to load the complete session data, clear this checkbox and make the correct selections for the report template parameters.

    4. In the Work Directory field, specify the default working directory where the Report output files will be stored.
      If the report template was not created on your machine and the directory is not correct, click Default. This sets the working directory to your system default.
    5. In the MS-Office Master Document field, specify the master file used to create the report template.

      If the master file is common to all systems, you can retain the selected file. Or, you can choose a different master file.

      Click Default to select the default report template that exists in the Report folder as the master document.

    6. Click Load.
      All required files and the tree structure are loaded into the session. You can now execute and export the report files.