Maintain Report Template Designs

When you display a report for printing, you can modify the layout of the report. If you save the modified layout as a template, that template can be maintained in Site Maintenance. See Maintain Report Templates.

Activity Steps

1. Open the Report Designer for the report or sheet type.
2. Click Enter Design Mode.
3. Edit the design as required.

   Note: For documentation of the Stimulsoft Report Designer, see https://www.stimulsoft.com/en/documentation/online/user-manual/.

4. To save the current design, under Template Database, click Save.
5. To save the current design with a new name:
   1. Under Template Database, click Save As.

      The Report Template screen displays.

   2. Enter the Report Name.
   3. Click OK.
6. To discard any changes and reload the current template, click Reload.
7. To import a template from a file:
   1. Click Load.
   2. Search for and select the MRT file. See File Formats.
   3. Click Open.
8. To export the current design and replace the current imported MRT file, under Template File, click Save.
9. To export the current design and save as a new MRT file,
   1. Under Template File, click Save As.
   2. Edit the file name and location as required.
   3. Click Save.