Edit a report template

Edit a custom report template to use as a suitable starting point for new reports . A report template is not persisted in a project, so save changes to the template before closing the project.

To edit a custom report template, follow these steps:

1. On the Insert tab, in the Project group, click the arrow next to New Report .
2. Click the Open Custom Template button .

   The Load Custom Report Template dialog box appears.

3. Browse to and select the report template file (.rptt).
4. Click OK.

   The template loads and the view opens showing the topmost report section.

5. Optionally, in the Contents pane, right-click the report name and click Properties to customize report document properties such as setting the page size.
6. Optionally, in the Contents pane, right-click the report section name and click Properties to customize report properties such as grouping and sorting.
7. Use the ribbon to add fields, additional groupings, statistics, dynamic or static elements.
8. Additionally, use the Contents pane to add supplemental pages or additional subreport sections.

Save a custom report template

You must save changes to a custom report template before closing the project. The template is not saved with a project.

1. Ensure that the report template is open in an active view.
2. On the Report Template tab in the Template group, click Save .
3. On the Save Custom Report Template dialog box, browse to a location, type a name for the template, and click Save.