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Defining a New Template

To define a new template

1. Under Design, click Template Styles on the Reports left menu bar.
2. Click the icon in the right panel.
3. Define the Items and Item Properties for the template.
4. Optionally, if you want to define or change the report layout file, click Edit Layout. See To include a header or footer in a report.
5. Click Save.

To include a header or footer in a report

1. From the top of the templates page, click Edit Layout.
2. Click Report Header to include a header or Page Footer to include a footer.
3. Click Insert > Layout Control.
4. Select an option from the sub-menu and fill in the required information.