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Create HTML Style Templates

If you want to customize the look and feel of an HTML report for your company or client, you can use the HTML and CSS Style Editor to change the HTML associated with the various sections of the report. This editor is derived from, and provides the facilities of, the common Code Editor. The HTML and CSS Style Editor contains a set of HTML fragments for modification and customization, listed in the left hand 'Templates' panel of the dialog.

Each fragment typically contains HTML plus one or more special tag names that are replaced with information during generation. The special tag names are delimited by two # characters; for example, #NOTES#, as you can see if you click on a template fragment name to display its contents in the right hand 'Current Modified Template' panel. The HTML report generator produces output based on the fragments, either in their default state or as you have customized them. Currently you cannot alter the content within the tag names, but you can omit a complete tag by removing it, or alter its basic display properties in the surrounding HTML.

Access

Ribbon

Settings > Reference Data > Resources > HTML Publishing

Create or edit HTML style templates

Task

Action

See also

Create a new template

Right-click on the HTML Publishing folder and select the 'Create HTML Template' option.

Type the name of the new template when prompted to do so. The 'HTML and CSS Style Editor' displays.

Edit an existing template

Expand the HTML Publishing folder and either:

  • Double-click on the template name or
  • Right-click on the template name and select the 'Modify HTML Style Template' option

The HTML and CSS Style Editor displays.

Delete a customized template

Expand the  HTML Publishing folder, right-click on the template name and select the 'Delete HTML Template' option.

Within the HTML and CSS Style Editor

Task

Action

See also

Edit a template fragment

Click on the required fragment in the 'Templates' list; the fields in that fragment display in the 'Current Modified Template' panel.

Change the field values, or delete fields, as necessary.

 HTML Template Fragments

Save your style changes

Click on the Save button to save your version of this template fragment only.

Save each fragment before you move on to another fragment.

Delete a modified template fragment

Click on the template fragment in the left-hand list and click on the Delete button. This removes the modified version of the fragment, which causes the report generator to use the default (system-provided) fragment during report generation.

Retrieve the original, default template fragment

Click on the template fragment in the left hand list and click on the Get Default button.

Notes

  • Each time you generate the HTML report it overwrites the templated files, so you must back up your modified versions and copy them back in after every update

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