Save a custom report as a template for reuse

[Bobby Davidson]

I'm sure this is simple, but I cannot find a way to search out the answer I'm looking for.

 

I create a report to count soft goods and hardware for each drawing, and it works just fine.  However, I cannot seem to find a way to save that report so I don't have to re-create it from scratch each time.

 

How do I save a custom report as a template for re-use in other drawings?

 

Thanks!

[michaelk]

That report is a worksheet and lives in the Resource Manager under Worksheets.  You can import/export it between documents or just copy the worksheet on the page of one drawing and paste it into another.  That will also cause the worksheet to appear in the Resource Manager of the new drawing.

[Bobby Davidson]

Brilliant.  Thanks Michael - I've been beating my head against that for a while now.