Using existing MS Office, HTML or Pixel Perfect Templates

    Description: If would like to use my your own template which contain corporate backgrounds, logos etc, you can follow the steps below to achieve this.

     

    In the report window:

    1. Select the 3 dots or ellipses button (image at left) to select your own template, then click 'edit'

     

    2. Once in the template editor window (image at right), remember to 'save as' a different template name. This preserves the integrity of your master template.

     

    report editor.PNG