<< Click to Display Table of Contents >> Navigation:  Creating Templates > Creating a template from an existing report or template

Creating a new template from an existing report or template is exactly like creating a new report with one exception.  In Step 3 of the New Report/Template dialog, choose the Static/Manual method for specifying a template name and select to Designate the new report as being a template.

 

 

Steps to create a new template based on an existing report or template:

 

1.Choose the report or template to base the new template on.
 

2.Optionally choose an inspection date/time, which is used for your information as to when you created the template.
 

3.Specify a template name by choosing the Static/Manual option and entering a name.
 

4.Select to Designate this new report as being a template (if you forget to do this, you can still make it a template using the Browse Reports dialog)
 

5.Click [OK]

 

The new report template will be created and opened where you can add additional customization as needed.