SAP Knowledge Base Article - Public

1214730 - How to apply a template to a report in Crystal Reports?

Symptom

  • How to apply a template?
  • When designing reports, how do you use the Report Template functionality?
  • What is a report template, and how to apply it to a report in Crystal Reports?
  • How do you apply a template to a new report, or existing report in Crystal Reports?

Environment

  • SAP Crystal Reports 2013
  • SAP Crystal Reports 2016
  • SAP Crystal Reports 2020 

Resolution

  • This article covers the following information on report template:
    • What is a report template?
    • How to apply a template to a new report?
    • How to apply a template to an existing report?
    • List of the report objects on which formatting is applied.
    • List of the report objects on which formatting is not applied. 
         
           
  • What is a Report Template?
    • In Crystal Reports, report templates allow you to apply a consistent format and style to your existing or new reports.
    • You can create your own report template, or use pre-built report templates.
         
            
  • How to apply a template to a new report?  
    1. Create a new report using the Report Wizard.  
    2. Select the applicable Data, Fields, Grouping, Record Selection and click 'Next' through the Report Creation Wizard dialog box.  
    3. The last window of the Report Creation Wizard are the Templates.  
    4. Select a template from 'Available Templates' or 'Browse' to an existing report.   
    5. Click 'OK'.
       
          
  • How to apply a template to a new report?
    1. In Crystal Reports, open an existing report.
    2. From the menu "Report", select "Template Expert"
    3. In the Template Expert dialog box, select a template from 'Available Templates' or 'Browse' to an existing report.
    4. Click 'OK'.
         
          
  • List of objects on which formatting is Applied
    When an existing report is selected as a template, the report objects from which formatting is applied to the new report are:
    • Fields
    • Groups
    • Group charts
    • Summary fields
    • Hyperlinks
    • Image
    • Lines, boxes, borders
    • Static OLE objects
          
         
  • List of objects on which formatting is Not Applied
    When an existing report is selected as a template, the report objects from which formatting is applied to the new report are:
    • Details charts
    • Subreports
    • OLAP grids
    • Cross-tabs
    • Maps
    • Embedded OLE objects
    • BLOB fields
    • Advanced summaries (such as Top N, Percentages, and Running Totals)
         
  • Notes
    • Crystal Reports ship with a set of existing report templates, but any report file (RPT) can be applied as a template.

Keywords

Template Crystal Reports Formatting Reports creating a template , KBA , BI-RA-CR , Crystal Reports designer or Business View Manager , How To

Product

SAP Crystal Reports 2013 ; SAP Crystal Reports 2016 ; SAP Crystal Reports 2020