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Convert a Report to a Template

Convert a new or existing report to a template so it can be reused.

Steps
  1. Create a new report or open an existing report.

  2. Add objects to the work area.

  3. From the File menu, click Convert To Template.

    Any query-related information in the original report, such as data items, calculations, and filters, is removed from the template.

  4. From the File menu, click Save As to save the template as a new file and keep the original report intact.