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How do I save a Liberty Report design as a Template?

This article provides the steps that you need to follow to save an Excel workbook containing Liberty Reports functionality as an Excel template. You should do this so that when your Liberty Reports solution is used, the user will be creating a new workbook from a template rather than opening and changing the original design.

  1. Remove any values by doing one of the following:
    • Enter blank parameter values or parameter values that would produce no results and then refresh data (e.g., blank, zero, 1/1/1901, etc)
    • Refresh data using an empty database if one is available. An empty database would be a database that contains all of the tables and columns, but no data.
  2. Update the Startup Behavior
    • Click Manage Connections on the Liberty Reports toolbar
    • Click the Connections tab and select the name of the connection used in the report (e.g., "Sage 100 Contractor", "SQL Server Database", etc.)
    • Click Properties
    • The Prompt option is recommended for report templates that will be distributed to others. Click here for a description of the startup behavior options
    • Click OK to update the startup behavior (this only updates the setting for this connection within the current Excel file), and then click Close
  3. Click File and then Save As
  4. In the Save as type box, select one of the following options
    • Excel Template (*.xltx) - Use this if your workbook does not contain any Excel macros
    • Excel Macro-Enabled Template (*.xltm) - Use this if your workbook contains Excel macros
    • Excel 97-2003 Template (*.xlt) - Use this to provide backward compatibility with older versions of Excel
  5. In the Save in box, select your report templates folder
  6. In the File name box, type desired name for the template
  7. Click Save
  8. IMPORTANT: When you see the following message, click No
    This workbook contains external data. Do you want Microsoft Excel to clear the data before saving the template, and then automatically refresh the data whenever the template is opened?