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14. Report templates
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Most organizations use a standardized appearance and layout for their print jobs: date in the upper-right corner in a specific format, page footer with print time and file name, logo in the upper-left corner, etc.
Report templates are used to easily standardize report layouts.

View of a report template in the report editor.
Template used in different reports.
Elements from the template are identified by a yellow square.
Overridden template elements are identified by a blue square.
A report template can be created:
  • via the icon in the quick access buttons. In the "New" window, click "Report", and then "Report template".
  • from the current report (on the "Home" tab, in the "General" group, expand "Save" and select "Save as a template").
To create a report based on a template, select the template that will be used when creating the report.
The characteristics of the elements can be dissociated from the template. For example, dissociate the position of a control from the template to move it elsewhere while keeping other changes (code, style, etc.). This is referred to as inheritance. In this case, the elements are identified by a blue square.
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Last update: 10/27/2022

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