Copying a Standard Template

An easy way to start customizing a template is to copy an existing template and modify it to suit your needs.

Where: Navigator > Resources > Reports > Templates tab

To copy a template:

  1. Select the standard template you want to copy.

  2. Left-click, and drag and drop the selected template into your user folder.

  3. Select Copy from the Drag & Drop Options dialog. A copy of the template is dropped into your user folder.

Alternatively, you can select the template you want to copy in the Navigator and choose Edit > Copy from the menus. Then select your user folder and click paste to drop the template into the folder.