Add a Word Template to a Report List

Word Template documents that use EZWriter data formats can be added to the software as reports. They are then available for users to run from the Report Lists on various screens. To add a Word Template as a report:

1. Click the Report Master link from the Main Menu. The Report Master page opens.
2. Click the arrow next to the Add button.
3. Select Add Document Report. The Select Template Document window opens.
4. Select the document to be used for the report.
5. Click the Select button. The Add Report Master window opens.
6. Enter the name of the report in the Name field. This is the report name users see on the Report List. It does not change the name of the document in the Template Folder.
7. Enter the report ID into the Report ID field.
8. Select a Report Naming Scheme, if necessary. See the Report Naming Schemes article for more information.
9. Select the necessary prompt settings.
10. Add the report to the necessary report lists. See the Adding a Report to a Report List article for more information. When adding the report to a report list, keep in mind any parameters you have used. They must be supported by the report list you are choosing. For help on discovering what parameters are supported, see the Supported Report Parameters article.
11. Click OK.