How do I add a Report Layout Based on a Template from Graphical Report Template Maintenance
  • 18 Jan 2023
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How do I add a Report Layout Based on a Template from Graphical Report Template Maintenance

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Article summary

I created\edited a report in Tools\System Utilities\Graphical Report Templates\Report Template Maintenance and need to use that template for a report layout, how do I do that? 

Answer:

1. Create\edit a report in Tools\System Utilities\Graphical Report Templates\Report Template Maintenance using these steps:

How to Customize Graphical Reports


2. Now, go to an area where you would like to create a report, for example, Reports\General Ledger\Fund Statements

3. Go to saved reports and find the saved report you are working with or create a new one:

4. After selecting your saved report that you have or created, go to the report layout tab:

5. Click Copy to copy a report layout:
6. In the window that opens you can name your report layout and on the bottom you will select the master template to use. These templates come from Tools\System Utilities\Graphical Report Templates\Report Template Maintenance:


7. Click OK
8. You will see your report layout now added to the list on the report layout tab.

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