Creating Templates

  1. Click File > New, or click the New Report icon or press CTRL+N on the keyboard.
    1. Enter the Filename for New Report and click New.
    2. Select the applicable Report Pak.
    3. Select <none> in Report Template.
    4. Select the Picklist (the Default Picklist may be used), and click OK.
  1. Enter data to be applied to future reports.
    1. Enter any frequently used verbiage in the main form i.e., 1004 Single Family 2005, a
    2. Add any additional forms
  2. Click File > Save As > Template.
  3. Enter the Description (name) of the template and click OK.

The template is available the next time a report using the selected Report Pak is created.

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