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Edit or Delete a Template

  • Last UpdatedMar 14, 2024
  • 1 minute read
  1. To edit an existing template (for example, one that has been added to the list of report templates - see above), or to delete it, click Edit in the Add / Update Templates section. The Edit / Delete Excel Report dialog is then displayed:

    Embedded Image (65% Scaling) (LIVE)

  2. The dialog lists all that Excel report templates that have been added using the Add Template dialog. To select a template for editing or deletion, check the Select checkbox. To select all templates for deletion, check the Select All checkbox.

  3. To edit the selected template, click Edit. The Excel Report Template Designer dialog is then opened with the selected template displayed. Refer to the above procedure (from step 8) for instructions on how to use this dialog. If more than one template has been selected, the dialog will be opened with the first listed template that was selected displayed.

  4. To delete the selected template or templates, click Delete. To close the dialog, click OK.

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