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Creating an MS Excel 2007 template

To change a xlt (Excel 2003) template to a xltx (Excel 2007) template the following steps need to be followed:

1. Run your existing Excel 2003 report out as normal in Excel 2007.
2. Minimise Excel 2007
3. Go back to Report Manager and unlink the xlt template from the report by selecting the Unlink Template button on the Toolbar.

4. Confirm that you would like to unlink the template.

5. Notice that there is now no Template linked to your report:

6. While your report is still selected, select the Create and Link button on the Toolbar.
7. Select the Workbook to link as Template (the Excel workbook you’ve minimized) and click OK.
8. Confirm that you would like the Parameters on the Second Worksheet by clicking Yes.

9. You will now be given the option to select the Template File Format.

   Select the Excel 2007 Template (*.xltx) and click OK.

10. Click OK.

    The new template is now successfully linked to the report.