Templates

The report we just created, especially the layout of the header and footer sections, might be a candidate for a Template.

Before we save the report as a template, we should probably remove irrelevant objects. Template irrelevant objects would often be the data objects, such as the charts and the crosstabs. After removal, we should end up with a report with a header and a footer section only.

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Bear in mind that objects you remove from a page isn’t removed from the document – unless you go to your list of Unused objects and delete them from there.

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At this point we are ready to save it as a template. Notice the Save as template checkbox at the bottom of the Save document dialog:

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Also, notice that you might want to create a special Templates folder for storing this and any future templates. Once you store your templates into a specific folder, you will also need to go to the Open tab and right click the folder to Add the folder to templates.

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This is necessary to make the folder (and its templates) available when you create a new document.

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