This series of Video and Tip Sheets describe how to create a Report Studio Template. Note: To access a video, right-click on the hyperlink and select Open in new window.
| Topic | Tip Sheet | Video |
| Creating Global Account Settings | 2 pages | 1.27 minutes |
| Choosing a Template | 1 page | 1.08 minutes |
| Changing your Display Client | 3 pages | 1.01 minutes |
| Reviewing Tabs and Widgets | 2 pages | 1.17 minutes |
| Creating Headers and Footers | 4 pages | 2.25 minutes |
| Adding Widgets to your Design Page | 3 pages | 1.02 minutes |
| Adding Report Options | 2 pages | 57 seconds |
| Customizing Components | 1 page | 46 seconds |
| Saving your Template | 3 pages | 1.01 minutes |
| Formatting Component Titles and Settings | 2 pages | 1.20 minutes |
| Formatting Data Tables | 4 pages | 1.16 minutes |
| Formatting Green Data Tables | 2 pages | 1.32 seconds |
| Creating Text Boxes | 3 pages | 1.59 minutes |
| Matching your Firm Logo | 4 pages | 2.16 minutes |
| Creating Dynamic Notes | 2 pages | 1.05 minutes |
| Setting Time Ranges | 2 pages | 1.24 minutes |
| Selecting Different Time Ranges for Different Components | 1 page | 43 seconds |