Creating and Using Report Templates in Web Report Designer

Minimum Version:	Q4 2025

A report template is a reusable design that defines the layout, styling, and data structure of a report. It allows report designers to create consistent and professional-looking reports without starting from scratch each time.

Key Benefits

Whether you are building dashboards, invoices, or summaries, report templates help you start with a solid foundation—saving time and ensuring visual and structural consistency across your reporting projects. Using templates offers:

• Increased Productivity—Templates offer a ready-made layout and structure, so you can focus on your data instead of design.

• Ensure Consistency—Maintain a uniform look and feel across multiple reports - especially useful for teams or organizations.

• Simplify Design for Non-Designers—Even if you're not familiar with styling or layout best practices, templates give you a polished starting point.

• Customize and Reuse—Easily adapt templates to fit different projects or departments, and reuse them to stay efficient.

• Support Branding—Include your company’s logo, colors, and fonts to ensure every report aligns with your brand identity.

Working with Report Templates

When creating a new report by clicking the New Report option in the main menu, you are with presented two options:

• Beginning from scratch with a Blank Report—Gives you an empty report.
• Starting From Template (.trtx file)—Gives you a ready-made layout and structure to build on, making the report creation faster and more consistent.

Create a Blank Report	Create From a Template

Creating Report Templates

1. Create a blank report by selecting the Blank Report option.

2. Design the report in the Web Report Designer according to your needs.

3. Save the report as a template—This allows you or your team to reuse it for future reports.

   When you wish to save the currently opened report, select the Save As... option from the Menu:

   

   The end-user is presented with the option to save the report either as a Report (.trdp or .trdx file format), or as a Template (.trtx file format).

   Select the Template option:

   Save As Report	Save As Template

Using Report Templates

To start creating your report by using a predefined report template with a ready-to-use design, use the report template option.

1. Select the New Report option from the Menu:

   

2. Create a report from an existing template by selecting the From Template option.

3. Navigate to the existing template (.trtx) file—When creating a new report, you can choose a template from the available list. The designer loads the layout and styles, and you can then customize the content and data bindings.

   

4. Enter a file name and select the format for your new report:

   

Now, you are ready to continue crafting your report loaded from a template.

Some users might not see the Report Templates options if they don't have such permissions (configured by the app developer).

See Also

• How to Edit a Report Template