<< 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 two exceptions.  In Step 1 of the New Report/Template dialog, select the "Designate the new report as being a Template" option (if you forget to check it here, you can use the Browse Reports dialog to set it as a template later).  Then in Step 3, instead of using the auto numbering of the report, simply specify what you want to call your 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.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)

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

4.Specify a template name.

5.Click [OK]

 

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