After the modified report definition has been created, you can make a report template document for it. Do this using the following procedure:
In Microsoft Dynamics GP, choose Template Maintenance from the Reports menu.
Choose More Reports in the Report Name drop-down list. In the Reports lookup window, select the modified report.
In the Report Template Maintenance window, click New to create a new report template document for the modified report.
In the New Template window, specify how the new report template document will be created. The new report template can be blank (no layout) or it can be created with layout of an existing template. In most cases, you will choose to create the template based on the original report template.
You must also supply a name for the report template you are creating. The name should indicate that the template is for a modified version of the report.
In the Report Template Maintenance window, select the new report template for the modified report, and then click Modify. The report template document will be opened in Microsoft Word.
In Microsoft Word, select the Developer tab. In the Microsoft Dynamics GP Templates group, click Field List.
At the top of the Field List, select the XML resource that contains the report definition data. When you select the individual sections of the report, you should see the fields, captions, and legends that you added to the layout for the modified report.
Continuing the example from the previous section, the EMailAddress calculated field can be seen in the Fields list for the ReportHeader and PageHeader sections. These were the sections it was added to in the layout for the modified report.
Following the techniques and guidelines described in Report Template Design make the necessary changes to the report template document. For instance, you will want to add the additional fields and captions you created for the modified report.
Continuing the example for the modified Sales Blank Quote Document report, the EMailAddress field was added to the report template document. Following the guidelines, the value was dragged from the ReportHeader section in the Custom XML Mapping pane.
In Microsoft Word, save the modified report template document to a convenient location where you can easily find it.
In Microsoft Word, close the modified report template document.
In the Report Template Maintenance window in Microsoft Dynamics GP, select the modified template. Click Add Template (the green plus). A file dialog box will appear. Select the report template document you just saved for the modified report, and then click Open.
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 made modifications to.