Save a Story as a Template

You can save a story as a template that can be used to create a new story.

Procedure

  1. With a story open, select Save As Template from the toolbar.
  2. Add a title and description for your template.
  3. In the Template Configuration section, select the pages you would like to include in the template.
  4. Choose if you would like to replace images with empty placeholders.
  5. Select OK.

Results

The template is saved and can be used to create new stories.
Note
Saving the story as a template removes all data and converts charts, tables, maps, input controls, and value driver trees into empty placeholders. All grid pages and custom formatting are removed. You will be able to see the chart type that was used when saving the story as a template. When turning the chart placeholder into a chart, the original chart type will be automatically selected.