User Guide › Reports › Report Types › Booklets Overview › Template Design › Template Design Examples

Template Design Examples

These steps explain how to design a template with the tags that were already defined.

Follow these steps:

1. From an open Word document. Select the CA BSI tab.
   You receive a series of icons on the ribbon.
2. From the Report section, click Report.
   You receive the "Insert Report Tag" window.
3. Fill in the folder name and report name. These fields are mandatory.
4. In the parameters section, click the Add button.
5. Enter the field, select the value from the drop-down list, and click Add.
   The parameters appear in the window.
6. Select the display fields from the available pane and use the arrow to move them to the selected pane.
7. You can use the up and down arrows to change the order of the fields.
8. Click Insert.
   The information appears in table format in the template and the "Tag Properties" pane opens.
9. You can add, edit, or remove the parameters that you defined.
10. You can change the ordering of the values selected.

Note: You have two types of reports: Free Form Report and Simple/Compound. To select a specific report, you can add some more parameters in the Parameters expressions list. The available fields list is changed according to the report type.