Templates

To create a new template, do the following:

In Workbench, expand Project Explorer > Reports, and then do one of the following:
- Right-click Templates, and then select Add Template.
- Click Templates, and on the Home ribbon, click Add Template.
In the NewTemplate dialog box, configure the new template, as follows:
1. In Name, enter the template name.
2. In Description, Enter a unique description of the template to differentiate it from other templates.
3. Click Click to create a new version of the template, and then do the following:
  1. File: Enter the path to the new template file. To browse to the new template file, click .
  2. Comments: Enter descriptive information about the new template file.
  3. Click OK.
  4. To create new versions of the template, repeat the steps above.
4. To make a new version active, right-click the desired version under Available Versions and then select Set this version active.
5. To edit comment of an existing version, right-click the desired version under Available Versions, select Edit the comment of this version, and then do the following:
  1. Enter the new comment.
  2. Click OK.
6. To download an existing version as an Excel file, right-click the desired version under Available Versions, select Download this version of the template, and then do the following:
  1. Browse to the desired directory.
  2. In File name, enter the name of the downloaded template.
  3. Click Save.
7. To delete an existing version, right-click the desired version under Available Versions, and then select Delete Item.
  
  To delete multiple versions, Ctrl+click each version under Available Versions, right-click one of the selected versions, and then select Delete selected Item(s).
  
  To delete all versions, right-click one version under Available Versions, and then select Delete all Items.
Click Apply & Close.