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Select Document Category > Template Documents > Excel Template in the Desktop Client tree window.
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Right-click Excel Template, and click New Template Document.
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In the New Template Document dialog box, type a Name and Description for the new template.
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Select the Item owning group, and click Next. The Attach Files dialog box appears.
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By default, the local copy of the Excel file is removed from the local folder and stored in the database. Clear the Delete Local Files option to keep a local copy of the file.
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The first time you open the Attach File dialog box, the Delete local files option is selected by default. Any time you clear the Delete local files option, the selection is stored in the local system to be used as default the next time you access this dialog box. Users can change their preference at any time by selecting this option.
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Attach the Excel file created above, and click Finish. The new template document is displayed in the Desktop Client New Items window.
To edit the new report template, you must check out the template, modify it, and
then check it back in.