Understanding the Custom Report Template Window

Ribbon Groups

Each ribbon group allows you to perform a set of functions relating to you template, for example, setting your grid lines, adding borders, copying the template, etc.

Actions

Within the Actions ribbon group, you can perform the following:

  • Save & Close – click this button to save the completed information and to return to the Custom Report Template list.
  • Delete – click this button to delete the template
  • Save – click this button to save the completed information and continue working with the template.
  • Save & New – click this button to save the template and to start adding a new template.
  • Refresh – click this button to refresh the screen and apply recently changed items.

Grid Lines and Update Border

The following three selections determine the lines for the border of the selected cell(s) within the grid in the Template Setup pane:

  • Single Line – this selection creates a single line border for the selected cell within the grid
  • Double Line – this selection creates a double line border for selected cell within the grid
  • None – no border is created for the selected cell, or the border in place are removed

Template Actions

 

Within this ribbon group you can copy or export your template.