Overview
Report templates are typically designed to be re-used across engagements, but you can edit them when changes or customization are needed. Some common reasons for editing a report template are:
Updating mail merge tags
Changing the fixed content
Modifying fonts and formatting
Customizing a report template for a specific engagement
The steps for editing vary depending on which type of task you’re performing.
Admin templates vs. engagement templates
There are two types of report templates: admin report templates and engagement report templates.
Admin templates are designed to work across multiple engagements. They are stored in the Document Templates tab in the Admin settings and can only be edited by firm admins.
Engagement templates are any report templates within an engagement. Oftentimes they are copies of an admin template. They are stored in the Documents of a specific engagement.
When you need to make changes to a report template, you’ll need to decide whether to edit the admin template or the engagement template.
Edit an admin template when you want your template to be available for any engagement, including rollovers. For info on editing admin templates, see: Manage admin report templates
Edit an engagement template when this template only applies to the that specific engagement, like when referencing sheet columns that aren’t from a sheet template. For info on editing templates for a specific engagement, see: Customize a report template for an engagement
Edit a template
To edit mail merge tags, you must edit the template in the Word desktop app. Fixed content in report templates can be edited in the Word web app or the Word desktop app.