Creating Custom Report Templates and Defaults

You can edit properties from any report type and save it as a template or as the default. This can save repeated editing of properties (for example, the company name, or color schemes and plot attribute settings) when you create other reports. You can prepare a template by Copy/pasting plots settings from one plot to another of the same display type. Once you create templates, you can access them from the Results > Report Templates> menu and the Report2D > Report Templates > Apply Settings menu.

See Modifying the Background Properties of a Report for a discussion of format changes you can make to any report.

To save an edited report as a template:

1. In the Project Tree, right-click the report name of interest to display the shortcut menu and click Report Templates > Save.... You can also click Report2D > Report templates > Save... or Report3D > Save As Template...

   This displays the Save As Report Template file browser. By default, the directory is your AnsysEM\<productName>\userlib\ReportTemplates directory. You can also save to the SysLib directory.

2. Typically, you accept the directory.
3. You must provide a file name, which will be given an *.rpt extension.

   It is good practice to give the template a descriptive name, showing both the kind of format you begin with (such as XY Plot or 3D Plot) and apt description of the distinguishing edits (such as for company name, or color scheme). Once, saved, this name will appear on the PersonalLib menu.

   The Save As Type field currently supports the Ansoft Report Format (*rpt) format.

4. Click Save to save the template to the PersonalLib menu.

All *.rpt templates in the userLib directory appear on the Results> Report Templates> PersonalLib menu. Selecting a report from the PersonalLib menu opens a report that you can then Modify to add traces or perform other edits. Templates in the SysLib directory appear on the Report Templates menu.

To save an edited report as a default:

1. In the Project Tree, right-click the report name of interest to display the shortcut menu and click Report Templates > Save Settings as default. You can also click Report2D > Report templates > Save Settings as default or Report3D > Save Settings as default.