Reports › The Report Template Builder › Preferences › Set Global Document Export Preferences

Set Global Document Export Preferences

You can set the default global export preference for reports you generate, and change the default global formatting for HTML or TEXT report templates.

To set global document export preferences

1. Click Report Template Builder, Report Builder from the Tools menu.

   The Report Templates dialog opens.

2. Select an existing report template for which you want to change the settings and then click the Edit button, or click the New button to create a new template.

   The Report Template Builder dialog opens.

3. Click Preferences from the Edit menu.

   The Report Template Builder Preferences dialog opens.

4. Click the Export tab, set the following properties as needed, and then click OK.
   • Specify the default output format in the Preferred Export Format dropdown.
   • Specify export properties for HTML and TEXT report templates.
   • Select the Apply All Preferences check box to apply settings to all future report templates.
   • Click the Apply to the Current Template button to only apply settings to the report template you currently have open.

   The Report Template Builder Preferences dialog closes and you are returned to the Report Template Builder dialog where you can either exit or run a report.

More information:

Preferences

HTML Formatting Options

TEXT Formatting Options

Run a Report in the Report Template Builder