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