Creating a new report template document

To create a new report template document, complete the following procedure:

1. Open Report Template Maintenance.

In Microsoft Dynamics GP, choose Template Maintenance from the Reports menu.

2. Select the original version of the report.

Choose More Reports in the Report Name drop-down list. In the Reports lookup window, select the original report.

Click Select.

3. Create a new report template document.

In the Report Template Maintenance window, click New to create a new report template document for the report.

4. Specify the details of the new report template document.

In the New Template window, specify how the new report template document will be created.

• For reports that have no existing report template documents, the new report template will be blank (no layout).
• For reports that have existing report template documents, the new template can be created based on the template you select. In most cases, you will choose to create the template based on an existing template, because then you don’t have to re-create the report template layout.

You must also supply a name for the report template you are creating. The name should indicate how the report template is intended to be used.

Click Create.

5. Modify the new report template.

In the Report Template Maintenance window, select the new report template you created, and then click Modify. The report template will be opened in Microsoft Word.

Using the techniques and guidelines described in Report Template Design add to or modify the report template document as needed.

6. Save the new report template.

In Microsoft Word, save the new report template document to a convenient location where you can easily find it.

7. Close the new report template.

In Microsoft Word, close the new report template document.

8. Import the new report template document.

In the Report Template Maintenance window in Microsoft Dynamics GP, select the new template. Click Add Template (the green plus). A file dialog box will appear. Select the report template document you just saved, and then click Open.

9. Replace the existing report template document.

A message will be displayed that indicates you are replacing an existing template. Click Yes to replace the existing report template document with the one you just selected.

The new report template is ready to be assigned and used in Microsoft Dynamics GP.

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