Setting Up the Custom Print Custom Template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Configuration > Custom Templates.
  3. In the Custom Templates log, open the Custom Report template that you intend to create with a Report Utility custom print template.
  4. From the top of Template File tab, select the Data Model (.xdm) file and click Download.
  5. From the Template Name section of the Template File tab, select the applicable template and click Download toward the bottom of the dialog box.

    The system downloads a .zip file of the RTF template.

  6. Extract (unzip) the downloaded template file and save the .rtf file.
  7. In the Custom Templates log, click New > Custom Print with External Data Model.
  8. On the General tab, enter a name, such as Report Utility - <report name>.
  9. From the Template File tab of the new print template, click Add to upload the custom report data model (.xdm) and report template.

See Also

Configuring and Generating Custom Reports using the Report Utility BP

Updating the Data Structure Setup

Setting Up the Report Utility BP



Last Published Tuesday, June 4, 2024