Creating Layout for Document Template

Create a Report Layout shared component to hold the document template.

As shown below, you give it a name like Tenure Report and assign a Static ID used when calling the GENERATE_DOCUMENT function in the APEX_PRINT package to produce a PDF report in your business logic. To add the woods_clinic_tenure_report.xlsx spreadsheet, either drag and drop it onto the File drop zone, or click the area and pick it from the system file dialog.

Defining Report Layout for Excel Document Template

Description of the illustration define-app-item.png