Download an Excel Report Template

Updated 3 years ago by Celina Kwan

You can download and save any of the existing Excel report templates in your Template Library in order to modify the existing report templates or to add new report templates.

  1. In the left navigation pane, click Administration and select Template Library.

  1. In the Excel Report Templates tab, all of the existing report templates available for the selected module are listed.

Select the desired report.

  1. Under Action, click the Download icon.
  1. When prompted by your browser, save the file to a location on your computer and open it for editing in Microsoft Excel.

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