Creating text file report templates

Note:  We recommend using stylesheets to customize reports. See Report stylesheets.

You can create custom text-based report templates that can be used when saving list window reports. See Saving list window reports as text files. You can create templates using a text editor, field codes, and alphanumeric characters. You can also create a tab- or comma-delimited template for use with other databases and tools.

1. Create the text document using Notepad or another text editor.

You can use any alphanumeric character and field codes. The saved report is formatted based on the text code layout. Field codes are replaced with the corresponding text. See Field codes for field code information.

2. Save the document.

You can now save a report based on the template you created.