Support Centre

How do I retrieve an older version of a report template?

Last Updated: Dec 24, 2014 03:08PM GMT
If you have uploaded a template in error, or wish to revert to an older version, please follow these instructions:
 
  1. Click on Report Building in the Reports group.
  2. Click Edit Templates
  3. Select the relevant template from the list, and select Open previous revision.
That particular version of the template will now be loaded into Excel.
 
To use this template as the current one, simply upload it again as follows:
 
  1. Click on Report Building in the Reports group.
  2. Click Upload Template.
  3. Click the Upload over an existing template option
  4. Select the template from the list.
  5. Enter a message outlining the changes if required.
  6. Click OK.
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