Creating and saving report templates
To create a report template
From the Reports menu, click New Template.
The New Report dialog box appears. For field definitions, press F1.
From the Report Types list, select the type of report you want to create. For example, to create a report that shows contact information, select Contact Reports.
From the Templates list, select an existing report that is similar to the one you want to create, or create a blank report by clicking the empty report option for the report type you selected, such as Empty Company Report or Empty Opportunity Report, and then click OK.
The template appears in the Report Designer. Now you can add fields, select background colors, text fonts, graphics, and so on using the Toolbox and Properties window. See About report templates and Understanding sections in report templates for more information and links to options for working with your template.
To save a report template
From the toolbar, click the Save Report button.
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If you save a report template to a personal folder, it cannot be synchronized. |
In the Save Report dialog box, type a name for your report in the File name field, and then click Save.