Copying report templates
Prerequisites
- Access to the Configuration > Customization > Report template (CM026) menu.
- Previously created report template.
Introduction
SoftExpert Configuration allows for creating customized report templates by copying existing templates.
See how to create them:
Copying a report template
1. Access the Configuration > Customize > Report template (CM026) menu.
2. Search for and select the report you wish to copy.
3. Click on the More toolbar button.
4. Click on the 
option and confirm the operation.
5. To edit the data of the customized template, keep it selected in the list of records and click on the 
button.
• If the template is blocked, it cannot be edited.
• The template copy can be identified by the custom prefix in its ID #.
• See more details on editing templates in the Configuring report templates article.
Conclusion
All done! Now you know how to create customizable templates by copying existing records.