Getting started with creating and customizing templates

The following topics provide important information to review before you get started designing document-style report that matches your organizational requirements.



Overview

You can read the following topics before you create and customize a template.

Conceptual help topic on templates. Document templates
Conceptual help topic on templates. Data source schema
Conceptual help topic on template elements. Template elements in the Palette view
Conceptual help topic on understanding the element and template properties. Template properties reference
Conceptual help topic on the template icons. Visual indicators
Conceptual help topic on tips and tricks when designing templates. Tips and tricks


Getting started

Figure 1. Task flow for report designers. Click any area of the diagram to see more information.
Image map with links for getting started with creating and customizing templates Creating a document template Adding elements to a template Creating a master page Adding a snippet to a template Adding a data source schema Assigning queries Sorts Filters Creating conditions for template elements Defining and assigning variables Adding data attributes to template elements Adding a data source configuration element Creating and applying a style Style sheets Formatting individual template elements Previewing a document-style report with the document generation wizard

The following topics guide you through the tasks for creating and customizing templates.

Task help topic on creating templates. Designing document templates
Task help topic on importing a template. Importing a template
Task help topic on checking for template errors. Checking for template errors
Task help topic. Configuring run time and formatting flags for the client applications


Samples, tutorials, and videos

For more information about editing templates in the Document Studio, see the following videos: