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Custom Report Templates

Exporting a Custom Report Template to Excel

To export a custom report template to Excel, do the following:

1.       Save your current template by clicking the Save button within the Actions ribbon group.

2.       Within the top menu bar, click the Excel icon.

3.       An Excel spreadsheet opens displaying the template.

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Exporting a Custom Report Template to PDF

To export a custom report template to PDF, do the following:

1.       Save your current template by clicking the Save button within the Actions ribbon group.

2.       Within the top menu bar, click the PDF icon.

3.       An PDF opens displaying the template information.

Note:  The actual report template does not export to PDF.  Only the basic template information is exported.  To export the actual template, use the Excel export option.

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Copying a Custom Report Template

The Copy feature allows you to create a duplicate of the custom report template.

To create a copy of the custom template, do the following:

1.       Save your current template by clicking the Save button within the Actions ribbon group.

2.       Click the Custom Report Template tab.

3.       Within the Template Actions ribbon group, click the Copy button.

4.       The template is copied and the copy opens in a new window.  The copied template has the name “Copy of  Template Name”.

Note: To create multiple copies of the same template you will need to rename either the original template or the “Copy of Template Name” template.

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Deleting a Custom Report Template

1.       To delete a copy of the custom template, do one the following:

·         From the Custom Report Template window, click the Delete button within the Actions ribbon group.

·         From the Custom Report Template pane within the cairs.net window, click to highlight the template and then click the Delete button within the Menu tool bar.

2.       A pop up appears asking if your sure you want to delete the custom report template.

3.       Click Yes to delete the template or No to cancel the operation.

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