Converting Excel Reports to Templates

The Convert Excel Report to Template feature allows FYI Admins and users with Templates permissions to efficiently reuse standardised Excel Report documents by converting them into Excel Report templates. This ensures practices can maintain consistency across their platform by turning approved reports into reusable report templates.

Overview of Convert Excel Report to Template

When a Report document is selected in Documents lists, the Convert to Template option button will be available in the toolbar. 

FYI Admins or users with Templates permissions will have the option to Create a New Template or Update an Existing Report template. 

When a report is converted to a template:

• The data from the original report is removed.

• All formulas, pivot tables, filters, and field selections are saved on the template version.

• For new templates, these will be created with a Draft status and the Excel Report toggle enabled automatically.

• When an existing template is modified, the Template History will record that a new version has been created. All existing filing from the original template is retained.

Note: The Convert to Template option is only available when a single report is selected. The option is disabled when multiple reports are selected, or if the report is open in edit or co-edit mode. If the selected document is not a report (for example, an Excel document that was not created from a report template), the option will not be displayed.

Using the Convert to Template Option

To convert an Excel Report to a template:

1. From the Documents list, select an Excel report you want to convert.

2. Click Convert to Template in the toolbar, or from the toolbar pop-up by right-clicking on the document. Refer to Using the Toolbar Actions.

   

3. A confirmation message will display. Select from Create New or Modify Existing. Or click Cancel to navigate back to the Documents list.

   

Create a New Template

1. After clicking 'Convert to Template', select Create New.

2. The Create Template drawer will open.

   

3. The Cabinet will be automatically set to Templates. If categories have been enabled for the Templates cabinet, these can be updated, if applicable.
4. The Template Name and Name are copied from the original Excel Report. Update these, if applicable.
5. Click Create.
6. The Knowledge - Templates Workspace will open. 
   
   From here, users can update the Status of the report template or make changes to the template. For example, updating the Status to "Active". For more information, refer to the Making Changes to a Template section of Creating Templates for Word, Spreadsheet or Presentation.

Modify an Existing Template

1. After clicking 'Convert to Template', select Modify Existing. 
2. The Update Template drawer will open.

3. Select the relevant Report Template you want to update from the drop-down.
   Note: Both Active and Draft Report templates will display.

   

4. The Cabinet will be automatically set to Templates. If categories have been enabled for the Templates cabinet, these can be updated, if applicable.
5. The Template Name and Name are copied from the original Excel Report including any merge fields. Update these, if applicable.

6. Click Update.

   

7. The Knowledge - Templates Workspace will open.
   
   From here, users can update the Status of the report template or make changes to the template. For more information, refer to the Making Changes to a Template section of Creating Templates for Word, Spreadsheet or Presentation.
   
   Note: When an existing template is modified, the Template History Activity section in the drawer will record that a new version has been created.