Loading a report template

Reports are based on data sources and report templates. The data source determines the set of items you get in a report. The report template defines the layout and the visual appearance of the item data.

You can download a report template for modification or create a new, derived template. On your computer, you can design a template and test it with XML data from Allegra. Once you are satisfied with the result, you can upload the template to the server.

To download a report template from the server to your client computer, select it in the list and click the “Download” button in the toolbar. Alternatively, you can use the context menu.