Modify an Out-of-the-Box Dynamic Template
Note:
Tip: As a best practice, choose an existing dynamic template that is provided as an out-of-the-box report template and customize it.
To modify and save an out-of-the-box Dynamic Template
- Search or navigate the report folders to find the report template to be modified and select it.
- Click Customize to launch the Dynamic Template Designer.
- Make the required changes in the Dynamic Template Designer.
- Click Save As.
- Enter a report name and select a user-defined menu group.
- Click OK to save the revised template.