About Designing Report Templates

You design report template files in Microsoft Word. Document, history, and section templates are created using the Template Creator tab in Microsoft Word.

With the template creator, you select and arrange merge fields in a Microsoft Word document. Merge fields represent ALM field labels and values, or contain instructions for building the report. When you generate a report, the merge fields in the report templates are replaced by actual data.

For details on the template creator options, see Template Creator Tab.

Note: To enable the template creator:

  • Microsoft Office 2010 (32 bit) or Microsoft Office 2013 (32 bit) must be installed on your machine.

  • You must allow macros in Microsoft Word. In Word, click the Office Button, and then click Word Options. Select Trust Center > Trust Center Settings > Macro Settings. Select Enable all macros.