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How to Edit a Report Template

Minimum Version: Q4 2025

To edit an existing Report Template (.trtx file), follow the steps:

  1. Select the New Report option from the Menu:

    Create a Report

  2. Create a Report From Template:

    Create From a Template

  3. Select the Report Template (.trtx file) you want to edit:

    Load a Template

  4. Make the desired changes to the loaded predefined report

  5. Save as a Template overwriting the previously selected .trtx file:

    Edit a Template

See Also

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