Uploading a PowerPoint Template

If you have a PowerPoint template that you wish to use when exporting a report, you can upload the template to Reportal.

Note: This procedure is for PowerPoint 2007 templates.

1. Log on to Reportal.
2. Go to the Home > PowerPoint Templates > PowerPoint 2007 menu command.

The PowerPoint Templates list opens . listing all the PowerPoint templates to which you have access.



Figure 1 - Example of a PowerPoint Templates list

3. Click the New Template button located towards the upper-right corner of the list.

The PowerPoint Presentation Properties dialog opens .



Figure 2 - The PowerPoint Presentation Properties dialog

4. Click Browse to open a standard Windows file selection dialog, then browse to and select the template you wish to upload.
5. Type the desired name for the template into the Template Name field, and add comments as necessary.
6. The Company field displays the name of the company to which the template will be uploaded; default is the company you are registered with. If required (and if you have access), you can upload the template to a different company - select the required company from the list.
7. Click OK.

The selected template is uploaded and added to the list. This template can now be selected in the Report Properties > Export Settings tab (go to Selecting the PowerPoint Template for more information), and used when exporting the report.