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.

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.

Samples, tutorials, and videos

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