Updating the report template file
You can follow these instructions to make changes to the template file of your report template:
- Navigate to the Templates page.
- Click on the Edit link next to the report template you want to edit. You should now see the Edit Template page.
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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.
- 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. - Click the Upload new template file button. Select the edited report template document to upload and click OK.
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You can click the "Upload new template file"" button to upload a new Microsoft Word report template document.
- Test your report with the Test Report button, and Publish Changes if you are happy with them.