The report templates can be created in the Report system. The templates help automate the process of creating the screen and printed reports on a selected list of objects for particular time periods.

A report template comprises of a list of objects and events related to these objects. When the template is created, a list of objects and events is formed. To create a particular screen or printed report based on this template, only the time period should be specified.

To create a screen report from the template, do the following: 

1. Click the Shared Reports tab and select the required report template from the list.
2. Specify the time period to create the report for, in the Date group of fields.
3. Click the Show Report button to create the screen report.

This completes the creation of the screen report from the template. The screen report will be displayed in the lower part of the Report window.