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Report templates define layout with Excel features, data connections, advanced data management, naming conventions, and on-demand or scheduled publishing. Data Entry Form templates support manual entry with spreadsheet-based layout and relational database linking. The studio can be used inside Microsoft Excel or as a stand-alone XLReporter Studio, including offline template development and deployment workflows.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/xlreporter-template-studio-overview-template-studio/239687/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/xlreporter-template-studio-overview-template-studio/239687.png","ImageObject",442,249,{"name":88,"@type":89},"Mia  ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-04","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",24,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of XLReporter Template Studio?","Question",{"text":109,"@type":110},"It is used to create and configure templates so reports can be produced automatically on schedule, on-demand, or both.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What components define a report template in the studio?",{"text":114,"@type":110},"A report template includes layout using formatting/formulas/charts, data connections, data management processing, report naming conventions, and on-demand designer and scheduling settings.",{"name":116,"@type":107,"acceptedAnswer":117},"How does a data entry form template differ from a report template?",{"text":118,"@type":110},"A data entry form template supports manual data entry in a single worksheet workbook and links submitted data to a relational database via a data link.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},239687,1791730262,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":8},687207024478,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","Template Studio  \nOverview  \nIn addition to the Template Library, the Template Studio is used to create and configure templates to produce reports automatically, on-demand or both. Both report templates and form templates are created in the studio.  \nA Report template is used to create and publish reports automatically according to a schedule or ondemand by a user. It is a workbook with one or more worksheets that contains:  \n• layout of your report using features such as formatting, formula, and charts  \n• Data Connect to data servers, e.g., real time, history, or relational database  \n• Data Management for advanced processing of the report data  \n• Report Names for the reports produced from the template e.g., Flow_ {MMM}{YY}  \n• On-Demand Designer settings for on-demand reports  \n• Schedule settings for automatic reports and publishing  \nA Data Entry Form template is used for manual data entry. It is a workbook of one worksheet that contains:  \n• layout of your form using spreadsheet features such as formatting, formula, and charts  \n• Data Link to a relational database (managed by the Database Management tool)  \nReports are produced from templates using the proprietary reporting engine which takes workbook templates to Excel, PDF, and HTML reports without using Excel.  \nFor those unfamiliar with Excel terminology here are the basic terms:  \n• An Excel file is referred to as a workbook.  \n• A workbook contains one or more worksheets. Each worksheet appears as a tab at the bottom of the workbook.  \n• A worksheet contains cells.  \n• A collection of cells is a range.  \nStudio Options  \nThe studio is available as either a ribbon item in Microsoft Excel or in the XLReporter Studio, a stand-alone application.  \nThis is determined in the project settings. To access, from the Project Explorer select File, Project Settings, Workbook.  \nThe studio is opened from the Project Explorer, under the Template Design section by clicking the Studio button. It is also opened by double-clicking any template listed on the left.  \nExcel  \nThe Template Studio is built into Microsoft Excel so templates can harness over 400 functions, charts, and formatting capabilities in addition to the XLReporter functions that are specifically built for process automation.  \nThis option is available for users who have a licensed copy of Excel and are comfortable in this environment. Since Excel is so universally used, any feature that is unfamiliar can be searched for on the internet with hundreds of tips, tricks, and tutorials on how to use it.  \nXLReporter Template Studio  \nThe XLReporter Template Studio is a stand-alone application where report and data entry form templates are designed. Virtually all the functionality of a workbook is available including functions, charts, and formatting in addition to functions that are specifically built for process automation.  \nThis option is available for users that do not have a licensed copy of Excel or those that are not as familiar with Excel and want an environment that provides that type of functionality but presented in a simpler way.  \nOffline Development  \nIn many instances, XLReporter is installed on a machine on the factory floor where it is too busy todo development.  \nIn this scenario the templates can be developed offline in the comforts of someone’s office. If the system where development is done has Excel installed, it can be used as the Design Studio. Then, when it is time to deploy, the project can be copied to the runtime system. If small modifications need to be done, they can be done using either the XLReporter Studio or Excel, giving you the best of both worlds.  \nTemplate  \nTemplates are at the heart of reports. A template is a workbook file containing one or more worksheets that represent the desired report. The content of a template consists of a layout of standard Excel features combined with features provided by XLReporter that are specifically for industry.  \nWhen a template is “processed”, th","cbCaitefTuVUZ1Qz","https://ap.wps.com/l/cbCaitefTuVUZ1Qz","pdf",886729,32,"English","# Overview\n## Report template components\n## Data entry form templates\n## Studio options (Excel vs XLReporter Studio)\n## Offline development\n## Template processing and deployment\n## Create and open templates","[{\"question\":\"What is the purpose of XLReporter Template Studio?\",\"answer\":\"It is used to create and configure templates so reports can be produced automatically on schedule, on-demand, or both.\"},{\"question\":\"What components define a report template in the studio?\",\"answer\":\"A report template includes layout using formatting/formulas/charts, data connections, data management processing, report naming conventions, and on-demand designer and scheduling settings.\"},{\"question\":\"How does a data entry form template differ from a report template?\",\"answer\":\"A data entry form template supports manual data entry in a single worksheet workbook and links submitted data to a relational database via a data link.\"}]","XLReporter Template Studio - Overview - Template Studio | PDF",1789151951]