Report Template?

Mel G · 04/11/16

Is there a way to save a report as a template? Like, so all the columns & criteria stay, but can just choose a new sheet for it to look at? My team & I all need to print our sheets each week, and our manager wants them to all look the same & be uniform, which I thought the easiest way to handle would be to set up a report template to share with the team. When I "saved as new" with my report, it just saved it as a new sheet, istead of keeping it as a report. And I didn't see an option to save as a template. Thanks for any help!

J. Craig Williams · 04/12/16

Mel,

I must be missing something.

When I save a Report using the "Save as New" menu item, I get a new copy, a Report, not a Sheet.

Here's the process I use:

1. Create a Report.

2. Save as New and give it the new name of "Report Template"

When I want to replicate the report, I use Report Template and Save as New -- to the new name / project what-have-you.

Hope that helps.

Craig

Mel G · 04/12/16

....Well... I guess I was just having a moment when I tried it last time.

Haha! Sorry & thank you! It did work.

J. Craig Williams · 04/12/16

I'm glad.

Craig

nresendiz · 04/25/19

Is there a way the report template can be applied to multiple workspaces simultaneously

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Report Template?

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