Create a custom report template

A custom report template is a file that contains the elements of a report which is then used to create a report. It can be used in different projects or shared. A custom report template includes the report document view, any elements you added, and a reference to any fields, dynamic elements, or supplemental pages. A data source is not required, as the data is not included with the report template.

There are two ways to create a report template:

Create and populate a custom report template

To create and populate a custom report template, complete the following steps:

  1. On the Insert tab, in the Project group, click the New Report drop-down menu.
  2. Click New Custom Template New Custom Template.

    A new report view opens with a blank custom report template.

  3. Add fields, dynamic, or static elements, supplemental pages, or additional subreport sections to the template the same way you add them to any report.

Save a custom report template

Custom report templates are not saved with a project. Once a custom report template has been created and populated, you must save it to persist changes.

Follow these steps to save a custom report template:

  1. Ensure that the report template view is the active view.
  2. On the Report Template tab in the Template group, click Save Save.

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