Creating a New Template

Applies to: Kyvos Reporting

You can create a new report template from scratch or open and modify an existing one. Templates are saved with the .irt extension and can be reused while designing new reports.

Create a New Report Template

To design a new report template:

Launch Kyvos Reporting Studio.
On the toolbar, click File > New or press Ctrl+N.
In the SQL Report Wizard, click Blank Report.

If the Welcome to Kyvos Reporting Studio dialog appears at launch, clear the Use Wizard check box and click OK.

Design the template using the layout editor by adding sections, placing controls, and setting control properties as needed.
Once done, click Save As.
In the Save As dialog box:
- Navigate to:
  Kyvos Reporting\winclient\Studio\Templates\SimpleTabular
- Enter the file name.
- Set Save as type to .irt.
Click Save.

Note

The template creation process is similar to designing a report layout. It involves adding sections, placing static and dynamic controls, and configuring their properties.

Open and Modify an Existing Template

To open and edit a saved report template:

In Kyvos Reporting Studio, go to File > Open.
In the File Name field, type *.irt to filter and view only template files.
Browse to the following default location:
Kyvos Reporting\winclient\Studio\Templates\SimpleTabular
Select the template file you want to work on and click Open.
Make the required changes.
To retain the original file, use Save As to save the modified template with a new name.