Edit a custom report template to use as a suitable starting point for new reports . A report template is not persisted in a project, so save changes to the template before closing the project.
To edit a custom report template, follow these steps:
- On the Insert tab, in the Project group, click the arrow next to New Report .
- Click the Open Custom Template button .
The Load Custom Report Template dialog box appears.
- Browse to and select the report template file (.rptt).
- Click OK.
The template loads and the view opens showing the topmost report section.
- Optionally, in the Contents pane, right-click the report name and click Properties to customize report document properties such as setting the page size.
- Optionally, in the Contents pane, right-click the report section name and click Properties to customize report properties such as grouping and sorting.
- Use the ribbon to add fields, additional groupings, statistics, dynamic or static elements.
- Additionally, use the Contents pane to add supplemental pages or additional subreport sections.
Save a custom report template
You must save changes to a custom report template before closing the project. The template is not saved with a project.
- Ensure that the report template is open in an active view.
- On the Report Template tab in the Template group, click Save .
- On the Save Custom Report Template dialog box, browse to a location, type a name for the template, and click Save.