Edit the Template Report Library

By editing the template report library you can:

  • Create your own library to which you can copy a template report from the system library.
  • Change the parameters of a template report, such as the description text that will be shown in the template report list and in the building's document browser.
  • Create template reports in different languages from the same xlsx file, provided that te xlsx file is designed as multilingual.
  • Create a new template report to your own library by using an xlsx file saved in the custom/complibs/[library] folder.

You can only edit customer-specific libraries in the custom/complibs folder. Edit the library as follows:

  1. Select System | Templates | Excel Lists.
  2. Edit the library in the dialog box.

    Report Templates Dialog Box

  3. Confirm by clicking OK.
Note:
  • System tab is only available if you are a system administrator.