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Windward

The Template Wizard

autotag-wiki-logo.pngOverview

(Deprecated as of version 10)

The Template Wizard guides you through setting up this Office document as a report template. The template for your report is a Word, Excel or PowerPoint document. You enter text, set margins, format the page, etc as you would a document you are typing in Office. The Wizard will then also add tags to the document where you wish to have data inserted into the template when generating the report. Easy as that!

Open a Word, Excel or PowerPoint Document and you'll find the template wizard under the Report Manager Tab

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The following window will appear!

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The Template Wizard will guide you step by step through the template process, starting with the data source connector

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This will lead you directly to the Data source connector so your can start your template. Once connected you have officially started your template process!  

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