Check out and check in report templates

In order to control report template editing and avoid data loss, there is a control process that requires users check in and check out report templates.

You view a report template in the editor, but in order to change it, you must check out the report template.

• Only one person may edit a report template at a time.

• Report templates that have been released to production cannot be changed.

To check out and check in a report template

1. To check out the report template, click File > Check Out.

   A report template remains checked out to you until you either check it in or release it to production.

2. To check in the report template, click File > Check In.