Create a Report Template Based on an Existing Template - Intergraph Smart P&ID - 11 - Help - Intergraph

You can define a new report template by using another template as a source.

1. Select Reports > New.

2. On the New Report Template dialog, select an existing template from the Source template list.

3. In the Name box, type a name for the new report template.

4. In the Description box, type a description for the new report template.

5. Select OK.

6. When the software gives you the option to edit your template, select OK to open Microsoft Excel and define the contents and layout of your report. For more information about these procedures, see the following topics:

   • Define the Layout of a Tabular Format Report Template

   • Define the Layout of a Fixed Format Report Template

   • Define the Layout of a Composite Format Report Template

   • Define the Contents of Your Report Template