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Document Templates
You use report templates to generate reports on your model that present specific information in a particular format, and to generate those reports repeatedly and consistently. You can select from a range of system templates on the Document Generator, to immediately generate reports from your model.
A template consists of:
- 'Sections' that identify the model components to report on
- Fields that identify the type of information to extract on each component
- Styles and formatting instructions that define the layout of the report
- Template Fragments containing smaller sub-templates
The system provides more specialized document templates for separate Cover Pages, Stylesheets and Tables of Contents.
You can also design your own custom templates, which provide the additional advantages of being able to generate reports tailored to your own organization, and to update certain aspects of the report without having to re-define every other specification. The report generator helps you manage these custom templates; that is:
- Review the custom templates available to you for generating reports
- Create additional custom templates
- Edit custom templates
- Import templates that were saved to XML files, and
- Delete any custom templates that are no longer required
Access
Ribbon |
Publish > Tools > Document Templates |
Keyboard Shortcuts |
| Templates |
Manage your Custom Templates
Field/Button |
Description |
See also |
---|---|---|
User Templates |
Lists the custom Templates, Fragments, Stylesheets, Cover Pages and Tables of Contents currently available to you for generating reports through the 'Generate' tab. Your custom templates can be grouped within these standard folders (by Template Type), or in another folder that you have created to hold specific templates. |
Generate Documentation |
New |
To create a new custom template, click on this button. The 'New Document Template' dialog displays. In the 'New template' field, type the template name. In the 'Template Type' field, click on the drop-down arrow and select the type of template to create. In the 'Copy Template' field, click on the drop down arrow and select either:
In the 'Template Group' field either:
The 'Template Group' determines the organization of document templates in the Resources window. You cannot create a template of a specific type and assign it to the standard group of a different type. For example, you cannot specify a Fragment and select to save it in the Cover Page folder. It either goes to a user-created group that you select or is automatically redirected to the Fragment folder. Click on the ; the template opens in the 'Document Template Designer'. |
Editing Documents and Templates Design Custom Document Templates |
Edit |
To make changes to an existing template, click on the template name and then click on this button. The template opens in the 'Document Template Designer'. |
Editing Documents and Templates Design Custom Document Templates |
Import From Reference File |
To import custom templates that were previously saved to batch XML files (that is, through the 'Export Reference Data' option), click on this button. The 'Import Reference Data' dialog displays. Click on the button and browse for and select the required source XML file. In the 'Select Datasets to Import' panel, click on the required datasets:
Click on the to import the templates. The names of the imported templates are added to the list on the 'Templates' tab. If the template you want to import is a single, external file (not in a batch file) you can instead open a template and use a different option to import the file into that template. |
Export Reference Data Import Reference Data Import a Document Template |
Delete |
To delete a custom template, click on the template name and click on the . A prompt displays to confirm the deletion. You can select multiple custom templates for deletion; press or as you click on each template name. |
Notes
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