Editing Templates

Once you have created a report or addendum template, you can use the Report Template Manager to edit it. For example, you can add or remove fields, format text, or change the template from personal to global, or vice versa.

To edit a report template:

1. Access the Report Template Manager. See Accessing the Report Template Manager.
2. In the Report Template Manager, click a template in the Templates field to select it.

3. From the toolbar, click Edit.

   The Template Editor appears.

4. Make changes to the template, as necessary. See Creating Report and Addendum Templates.

5. Click Save to save the template.

   The edited template appears in the list of templates in the Report Template Manager.