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Importing a template to the modeling tool

Once you have created a template, you will need to import it into the modeling tool by using Report Wizard.


To import a template into a modeling tool using Report Wizard

  1. Click Tools > Report Wizard on the main menu.

  2. Click the New button in the Select a report template wizard. The New Template dialog will open.

    Opening the Report Wizard dialog and creating a new custom template by clicking the New button.

  3. In the New Template dialog, type the name and description. Select a category, and then click.

    New Template Dialog

    Entering the new template name and description, and then selecting a template file in the New Template dialog.
  4. Find the template file that you have created, and click .
  5. Click  to import the template.

To generate a report based on a template, select the template (in this example, My template) from the template list, and follow the steps as instructed by the wizard. See Report Wizard User Guide for more information.

Glossary

  • Report template
    Ready-made report configurations that you can use to quickly create a specific type of report in Report Wizard.

More information about working with templates and reports

For more information about working with templates and reports, visit the following pages:

Template Management Pane

Default templates

Report Data Management Pane

Generating Reports from Report Wizard