Select the Template Used for Multiple Item Reports

For Single item reports, the template is selected during the report generation procedure.

For reports generated from queries, refer to Create Reports with User Defined Queries for the procedure for selecting the template.

To select or change the template used when generating reports for multiple items, proceed as follows:

1. The Set Excel Report section is used to specify the Excel report template which is to be used when generating reports for multiple items.

   The section includes a field for each item category. To specify the template to used for a category, press the ... button next to the appropriate field.

   The Set Excel Report dialog is then displayed:

   

2. The dialog lists each Multiple type Excel report template that was set up for the item category in the Add Template dialog.

   To select a Excel report template, check the Select checkbox. Click OK to close the dialog. The file name and file path of the selected template is then displayed in the item category field in the Set Excel Report section of the tab.