Custom Report Window (Template File tab)

The Template File tab allows you to upload:

Use this tab to add, modify, remove, or download files and click Apply when finished.

You can build a Rich Text Format (RTF) report template and upload the template to your Custom Report in Unifier.

To create a simple RTF template:

  1. Open Microsoft Word.

    The application must have the Microsoft Word BI Publisher plug-in installed. See Download and Install BI Publisher Desktop for Microsoft Office.

  2. Click the Word BI Publisher ribbon.
  3. Click Sample XML to import your sample data and wait until the data is loaded successfully.

    Note: You may need to complete the General tab first and click Apply before this tab appears.



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Last Published Friday, April 9, 2021