Opening a Template

Open an existing template from the Welcome dialog or from within the JADE Report Writer Designer application by using the appropriate File menu commands.

To open a template from the Welcome dialog

  1. Start the JADE Report Writer Designer application. The Welcome to JADE Report Designer dialog is then displayed.

  2. Click the Open a Template button.

    The Open Template dialog is then displayed. For details about using this dialog, see the procedure described in the following instruction in this subsection, starting from step 2.

  3. If you do not want the Welcome dialog displayed at start-up, uncheck the Show this dialog at startup check box. The Welcome dialog is then no longer displayed when you next start up the JADE Report Writer Designer application.

    If you decide to bypass the Welcome dialog when you next open a template, you can open a template from within the JADE Report Writer Designer application, described later in this subsection. You can choose to display the Welcome dialog again on start-up by using the User Preferences command from within the JADE Report Writer Designer application. For details, see "Setting User Preferences" under "Designing a Report", later in this chapter.

  4. Alternatively, click the Close button to abandon your selections and close the JADE Report Designer application.

The selected template is then opened in the JADE Report Writer Designer application window. For details about creating templates, see "Creating Templates", later in this chapter.

To open a template

  1. To display the Open Template dialog, perform one of the following actions.

    • Select the Open Template command from the File menu

    • Press Ctrl+E

    • Click the Open Template toolbar button

    The Open Template dialog, shown in the following image, is then displayed.

  2. Select the template that you want to open from the Templates list box or enter the name in the Template name text box.

    If your report template is stored in a folder, double-click the folder name and then select your report from the list that is displayed. For details about creating folders, see "Folders Menu", in Chapter 3.

  3. To filter the list of report names in the Templates list box, perform one or both of the following actions.

    • To display only those templates that contain that text in their description, enter text in the Text contains text box. For example, if you enter Pay, only those templates that contain Pay in their description are displayed, providing a refined selection list.

    • To display only those templates modified during that period, select a last modified period from the Last modified list box. For example, if you select last week, only those templates modified in the week prior to the current week are displayed. The default value is any time, which means that templates modified in any period are displayed.

  4. To further refine the display of templates, perform one of the following actions.

    • Click the Display Details button to display details relating to the last modified dates of the displayed templates. (This is the default display.)

    • Click the Display as List button to display the templates as a simple list.

    • Click the Display Properties button to display the template properties relating to the displayed templates.

  5. Click the Open button.

    Alternatively, click the Cancel button to abandon your selections.

The selected template is then opened in the JADE Report Writer Designer application window.

For details about creating and attaching templates, see "Creating Templates", later in this chapter. For details about modifying your report design, see "Designing a Report", later in this chapter.