Updating the report template file

You can follow these instructions to make changes to the template file of your report template:

  1. Navigate to the Templates page.
  2. Click on the Edit link next to the report template you want to edit. You should now see the Edit Template page.Managing templates

    You can click on the Edit link next to the report template you want to edit to navigate to the Edit Template page for that template.

  3. You can click on the Current template file link to your template file to download a copy of your Microsoft Word report template. Once you have have made your edits to your report template document save it in the .docx format.
  4. Click the Upload new template file button. Select the edited report template document to upload and click OK.Uploading a template file

    You can click the "Upload new template file"" button to upload a new Microsoft Word report template document.

  5. Test your report with the Test Report button, and Publish Changes if you are happy with them.
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