You can download and save any of the existing Excel report templates in your Template Library in order to modify the existing report templates or to add new report templates.
- In the left navigation pane; click Administration and select Template Library.
- In the Excel Report Templates tab; all of the existing report templates available for the selected module are listed.
Select the desired report.
- Under Action; click the Download icon.
- When prompted by your browser; save the file to a location on your computer and open it for editing in Microsoft Excel.