Managing Templates (Renaming/Deleting/Export/Import)	Contents
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	Editing a Report Template

As the number of templates in your template set grows you will want to rename, export or delete some of them. To do this go to the template tab of the explorer. Select the template the you want to manage and right click to bring up the context menu.

The indicated items are for template management. The others are for running a report in the various supported formats.

1. Loads the template into the editor.
2. Removes the template from the template set.
3. Creates a clone of the template.
4. Starts the New Template wizard.
5. The properties of the template. See below.
6. The layout properties of the page.
7. Default font settings for the template.

The properties:

Name

Click here to type a new name.

Data entry point

The name of the table or root where the data comes from. Not editable, just for reference.

Last change

The timestamp when the templet was last edited. Not editable, just for reference.

Description

You can enter a short description for the template, that makes it easier to select a report.

Doku file

Here you can enter the URL of an html file which provides detailed documentation for the report. The documentation will be displayed when the user is asked for variables, and it can be looked up from the run window.

Email configuration

A report can be emailed automatically depending on setings in the report. Click into the values colums to configure the email settings.

Next Reports Section

Another report, that shall be generated immediately following this report. Can be used to switch page settings (e.g. between portrait and lanscape mode or to a different paper size.)

First page printer tray

The paper tray to use for the first page of the generated report.

Further pages printer tray

The paper tray to use for the following pages.

Restart page numbers

If this template is a section following another report, you can restart the page numbering or continue with the current page count.

Test Report

A marker, that this template is not ready for deployment.

Exporting Reports

If you want to copy reports from one template set to another, then you export them into a file, that can be imported into another template set.

Note: The schema of the exporting and the importing template set must be compatible. If they are not identical, ReportsAnywhere will automatically evolve the imported reports to the new schema.

To export, select export templates... from the file menu. This pops up the export wizard:

Importing Reports

To import, select import templates... from the file menu. This pops up the file chooser, were you can select the file to import.

Note:If the imported templates use named styles which already exist in the importing template set, then the imported styles will be overridden by the existing styles. Named styles that do not exist in the importing template set, will be added.

Exporting/Importing Styles

To export, select export styles... from the file menu. This pops up the file chooser to select a file were all named styles will be stored.

To import, select import styles... from the file menu. This pops up the file chooser, were you can select the file to import. In this case imported named styles will override existing styles.

Editing a Report Template

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