Assuming that you installed to your “C:\” drive, for Crystal Reports 2013 this is usually “C:\Program Files\SAP BusinessObjects\Crystal Reports\Templates\en.” In order to save the report as a template, use the “Save in:” drop-down to save the file into the default template directory. You can save the report template by choosing “File| Save As…” from the Menu Bar. When you have finished entering the document properties, click “OK” to save and close the “Document Properties” dialog box. Ensure that you do not have sensitive data displayed in the first page if you check this checkbox. Then check the “Save Preview Picture” to save a preview of the first page of the content of the template. Then you can click into the “Template:” text box and type in an identifying name for the template, if desired.
This will also be the name of the template displayed within the “Template Expert.” You can click into the “Subject:” text box and type in the overall subject of your report. Whatever title is entered here can be displayed through the use of the “Report Title” special field in a report. Type a title for the report into the “Title:” text box. The first 256 characters of this box can be displayed through the use of the “Report Comments” special field within a report. You can type a description of the report, or any other information you want, into the “Comments:” text box. This can be used for file searching in the future. Under “Keywords:,” you can enter any keywords that identify this template. In the “Author:” text box, you can enter the name of the creator of the template, if desired. This dialog box consists of two tabs: “Summary” and “Statistics.” Click the “Summary” tab to enter the document information for the report template. To create the document properties, which allows you to enter this type of information, select “File| Summary Info…” from the Menu Bar to launch the “Document Properties” dialog box. This information, such as the “name” of the template and the “preview” picture, is entered into the document before saving it as a template so that it will appear in the future when you select this template through the “Template Expert” dialog box. When you select a template to apply in the “Template Expert” dialog box, you can see the name of the template and a preview of the template to be applied. In order to save the report and have it appear in the future as a template which can be selected through the “Template Expert” dialog box, you will need to make some more modifications beyond simply placing the desired report objects, special fields, and template fields into the report design view. Also notice that the template field is actually a “Formula Field” and you can see it under that section of the “Field Explorer” pane. This will then place a detail entry and column heading that you can move and format as desired. Then click into the section of the report where you want to place the template field. When you are ready to set the placement of the template fields, select “Insert| Template Field Object” from the Menu Bar. In a template, you do not place actual fields of information, but rather place “template fields” which act as placeholders for the data- to determine the appearance and placement of the fields. Text objects, logos and other images, and other non-data related objects (like “Special Fields”) can be placed into the report. You can add the report elements that you would like into the template. To do this, click the “Blank Report” hyperlink in the “Start Page.” When the “Database Expert” dialog box appears, click the “Cancel” button.
To do this, first create a new blank report that has no connection to an underlying data source. You can create a report template that has no defined connection to data sources, but can be used to apply report formatting and layout. Need more Crystal Reports training? Click here for the complete tutorial.
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