Report Object Templates

You can use report object templates to define, manage, and enforce templates used in CDM.

Report object templates enforce style management, layout, and page settings for a project. Report object templates automatically enforce the settings for newly created objects in the report. Bidirectional users have the option to set sheet or paragraph direction for all objects.

You can export a predefined template to be edited in Microsoft™ Office and imported back into CDM. These predefined report object templates are available:

• Excel 2007 and later
• Word 2007 and later
• PowerPoint 2007 and later

The templates cannot be created or deleted. You can export a predefined template to be edited in Microsoft Office and imported back into CDM and you can reset the template back to the default template.

Note: The report object template applies styles and layout to new report objects. If you make changes to a template, the formats of existing report objects are not changed.

Export a Report Object Template

You can export a report object template and make it available on your system, either for use on another system or to edit in Microsoft™ Office.

These steps illustrate the workflow for editing a template:

1. Export the template to your system from CDM.
2. Edit the template in Microsoft Office.
3. Update the template in CDM.

To export a report object template:

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Under Resources, double-click Report Object Templates. The Report Object Templates tab opens in the work area.
3. Select the template that you want to export for editing.
4. Click Home > Export, and save the template on your system. The template is now available for you on your system.

Update a Report Object Template in CDM

A report object template on your system can be used to set the default style for new objects created in CDM.

Make sure that you have the correct template on your system. This template will overwrite the current template in CDM.

To update a report object template in CDM:

1. In the Report Object Templates tab in the work area, select the template that you want to update.
2. Click Home > Edit.
3. Select Use custom template, browse to where you have saved the edited template, and click Open.
4. Click OK to save the template for use in CDM.

Apply the Default Setting to a Report Object Template

If you are not happy with the changes that you have made to a report object template in CDM, you can revert to the default report object template.

1. In the Report Object Templates tab in the work area, select the template that you want to revert to the default setting.
2. Click Home > Edit.
3. Select Use default template and click OK. The selected template is reverted to the default settings.