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Last modified by Ian Covey on 06/11/2025, 14:24
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2 Learn more about creating Pages report templates speed up the report creation process and ensure reports have a consistent look and feel.
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4 Templates makes building Pages reports quicker and your finished reports visually more consistent, by removing the need to repeat time-consuming jobs and allowing you to reuse styled elements.
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6 Pages’ templating system allows you to set a previously saved report as a template that you, or anyone with permissions to access that report, can use again as the basis of other reports. It also allows you to save & share styled components – for example, text boxes styled to look like buttons – to be reused by you or others with appropriate permissions.
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9 == What Should Your Template Include? ==
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11 There’s no fixed answer to this question. But your template should make future report builds quicker, easier, and visually more consistent. To that end, your template should include as many or as few elements needed to achieve this.
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13 Common page layouts elements:
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15 * Front cover
16 * High-level dashboard
17 * Lower-level detail pages.
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19 Common design elements:
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21 * Brand logo
22 * Page titles
23 * Buttons
24 * Text areas
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28 As you will want to reuse the template across various reports, you’ll unlikely to want to include any reporting components.
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32 == Saving a Template ==
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34 1. Build the Pages report that save as a template.
35 1. Click the **Save** button on the top menu bar. This displays the Save Report dialog.
36 1. Complete the required fields then click the **Save** button.
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39 If prompted, click **OK** to confirm that you want to overwrite the previously saved version of your report.
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42 1. Click **LOAD** on the top-left menu bar. This displays the Report dialog.
43 1. Navigate to your saved report then click the gear-wheel settings icon, in the far-right-hand column, for the report. This displays a drop-down menu.
44 1. Select the **Toggle Template** option from the drop-down menu.
45 1. Click the **Close** button to close the dialog.
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47 == ==
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49 == Updating a Template ==
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51 1. Click LOAD button on the top-left menu bar. This displays the Report dialog.
52 1. Navigate to your saved report then click its name. This loads the report in run mode.
53 1. Click the Edit button on the top menu bar. This switches your report into edit mode.
54 1. Make the changes to your template.
55 1. Click the **Save** button on the top menu bar. This displays a save dialog.
56 1. Click the Overwrite button to save the template.
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58 == ==
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60 == Using a Template as the Basis of a New Report ==
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62 To use a template as the basis of a new Pages report:
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64 1. Click the **New Report** button. This displays a pop-up menu.
65 1. Select the template you want to use, from the pop-up menu.
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67 == ==
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69 == Creating Reuseable Components ==
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71 Pages also allows you to save text components to be reused in other reports and by other users, if they have appropriate access rights.
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73 This enables you to create & share custom buttons, logos, copyright notices etc for other users to add to their page reports.
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75 1. Add a text component to your workspace and style as required.
76 1. Select the text element.
77 1. Click the Save icon on the Dynamic Toolbar. This displays the Save Report dialog.
78 1. Give the component a meaningful name, select the location you’d like save the component, then click the Save button.
79 1. Click OK when prompted.
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82 == Adding a Saved Component to Your Report ==
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84 1. Click then drag the Custom icon from the Dynamic Toolbar onto the Workspace. This displays the Reports dialog.
85 1. Click the checkbox next to the component that you want to add to the report. This adds the component to your report.
86 1. Resize and reposition the component as required.