Save a configured report document as a report template

You can save a configured report document as a report template. However, the report document must not yet be run so that the field codes are still present in the report document.

To save a report document as a report template:

1. On the Historian tab, in the Reports group, click Save Report. The Save As dialog box appears.

2. In the File name box, type a name for the report template.

3. In the Save as type box, select Document Template.

4. Click Save. The .dotx file appears in Microsoft Word.

5. You can then copy the report template file into the Microsoft Word template directory and use it to create report documents or as a basis to create new report template files.