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11.9. Saving and using a template

11.9.1. Saving to a file
11.9.2. Saving as private or shared

Once the layout of a report has been done, it can be saved as a template. In future, to generate another report with the same layout, one can simply load the saved template and one has the same layout as before. Templates can be stored in two ways, to a file, or as a named private or shared template in the system.

[Note] Note

When restoring a report, remember that the data displayed in any tables or charts that depend on the currently selected project will be determined by the projects that are selected in the main view at the time that the template is restored. For instance, if you select project A, add a table, then select project B and add another table, the two tables in your report display data about two separate projects. If this report is now saved as a template, and later restored, both tables will display data about the the same project, namely, the project that was selected at the time the template was restored.