workbook templates

[Former Member]

hai all,

we have created a new workbook template with our office logo,date etc. we want this to be the default template for all the users who are creating the reports.

what we have found is that we need to make this as a default template manually for each user(i.e. save this template in every user system and make some settings to make this as a default template), but we don't want this to happen as we have many users

can anybody suggest how to make this as a global template so that it comes autometically as a default template for all the users.

thanks 4 ur hlp in adv

bye

[Former Member · Accepted solution]

vijai

Save your template as new workbook

assign your woorkbook to a role.

assign the role to the users (workbook not modifiable)

the user open the workbook, insert a new query and save in another workbook.

alessandro cherchi

[Former Member · Accepted solution]

hai cherchi,

can you pls explain how to assign a workbook to a role, because i am able to assign a query to a role, wherein i am unable to locate how my workbook to assign to the role,

thank you very for your help in adv

[Former Member · Accepted solution]

vijai

go to rrmx, open workbook. in the window select your workbook, properties near the trash and copy id workbook

in pfcg under menu click +report, report bw and insert your id workbook.

alessandro

[Former Member · Accepted solution]

hai,

thank you very much for this suggestion,

i have also rewarded the points,

i have got the answer,

bye