There have beena few request lately that once a customer recieved their newly created custom report from our Report Service that it wasn’t clear right off the bat how to get the template into TraceFinder for use.

The video below shows how to import the xmlt file which is a VBA enabled template written by our “Professional Service” group when you make a request via the blog or sales team.

It then shows how to make sure you can can use it in the application once you’ve imported it.

The video is from the soon to be released TF 3.0 but the workflow is the same.

If the video is blurry please click the cog wheel at the bottom of the panel and increase the video display resolution.

The results can be seen below.