Modifying a Template

You can quickly create a template by copying an existing Complete View template instead of creating a template using the Template Wizard.

  1. In the left pane, click Report Designer > Templates.
  2. Place the cursor on the name of a Complete View template you want to copy, click the Action menu on the right, and choose Copy.
  3. Give the template a name and then click Save. In the Change Comment dialog, note what you did, who you did it for, and why. Click Continue.
  4. Click the name of the new template.
  5. On the gray menu bar at the top of the page, click Content.
  6. Collapse all headers under your new Complete View template and look for Custom Reports.
    Note: If Custom Reports does not appear near the end of the list, click the template name, and then click Add Report in the top menu. From the Available Reports drop-down list, select Auto-populated Folder Library, select Custom Reports in the Auto-populated Folder Pick List, and then click Done.
  7. After you expand Custom Reports and look for Auto-populated at Report Time, save the template and add a change comment.