Modifying an Existing Template

Subtopics:

Selecting a Template to Modify

Adding a Plot

Adding a Grid

Selecting a Template to Modify

The first and most important step is to select the appropriate template to modify.

Note:

You can modify reports or templates. If you modify and save a report, a new file-specific report is generated. If you modify and save a template, a new custom template is generated. The custom template is used to generate custom reports for other files, which contain the same model and fluid type.

1. From the Existing Reports and Templates section, select Default Templates.

2. From the drop-down list, select the type of report template you would like to modify.

Adding a Plot

To add a plot to your report template:

1. Click the Add plot to current report page icon () in the Design Tools section of the Design Report sub-tab.

This places a rectangle on the current page of the report.

2. Double-click the plot rectangle to open the Select Plot dialog box.
Or, right-click the rectangle and select Select Plot….

3. Click the plot you want to add in the Select Plot dialog box and click OK.

Note: Clicking the Show Plot Headers checkbox adds header information to the plot. For additional information, see WellTest Wizard: Headers.

After a plot has been added, right-clicking the plot displays additional options:

Change Plot… — changes the selected object to another type.
Copy to Clipboard — you can paste the plot into another application.
Scale Text — changes the size of the text on the plot relative to the curves that have been drawn.
Draw Regular Plot / Draw As a Metafile — toggles if the plot is drawn as a metafile (type of picture), or a regular plot.
Cut, Copy, Delete
Send to Back / Front — with multiple plots you can layer them with some overlaying portions of each other with the most important one being on top.
Specify Size... — specify the height and width of your plot in inches.
Fit to Page — scales the plot to automatically fit your page size.
Use Relative Sizing — fits the plot to your page size relative to the curves that have been drawn.
Repeat on Every Page — places the plot of every page of your report.

Adding a Grid

A grid often contains parameter information or key results, which are displayed in a table format. To add a grid:

1. Click the Add data grid to current report page icon () in the Design Tools section of the Design Report sub-tab.

This places a rectangle on the current page of the report.

2. Double-click the plot rectangle to open the Select Grid dialog box.
Or, right-click the rectangle and select Change Grid….

3. Select the appropriate grid and click OK. Or, you can click the Previous and Next icons () to scroll through different plots. When you decide upon the appropriate plot, select it and click OK.

Single Page — you can view the report one page at a time. This option is meant for cases where there are multiple page reports, such as a collated report. This option is grayed-out if the report template being viewed is a single-page report.
Multiple Pages — you can view the thumbnail view of a multi-page report. This option is grayed-out if the report template being viewed is a single-page report.

After a grid has been added, right-clicking the grid displays additional options:

Change Grid… — changes the selected object to another type.
Copy to Clipboard — you can paste the plot into another application.
Cut, Copy, Delete
Send to Back / Front — with multiple grids you can layer them with some overlaying portions of each other with the most important one being on top.
Specify Size... — specify the height and width of your grid in inches.
Fit to Page — scales the grid to automatically fit your page size.
Use Relative Sizing

Grid Sizing Options

In the Sizing Options section of the Select Grid dialog box, you have the following options:

Default Fit — takes into account the width of your columns and the height of your rows.
Specific Fit — you can select columns, rows, or both to be fitted in the grid's rectangle.
Dynamic Row Sizing — you can have your grid / table dynamically grow if the number of rows changes. When this option is selected, columns are always fitted in the rectangle provided.
Make Grid Same Size On All Pages — applies to a grid that spreads across several pages and uses the same rectangle as the first- page rectangle to do the sizing of the grid.

Adding an Annotation

To add an annotation:

1. Click the Add annotation to current report page icon () in the Design Tools section of the Design Report sub-tab.

This places a rectangle on the current page of the report.

2. Double-click the plot rectangle to open the Annotation Editor.

3. Select your parameter in the left-side tree, type in a title, and select a border from the drop-down list. When done, click OK. (The Preview pane will update when you type in a title, or select a border.)

Note:

To change the default font settings, click the Options button.

Annotation options are as follows:

Edit Annotation… — you can edit your parameters and style.
Clip Text — hides all annotations outside of the annotation rectangle.
Grow Dynamically — changes the object to a dynamic object, which can expand and shrink depending on the parameters it contains.
Save As a block — opens the Provide Block Information dialog box where you can enter your block name, and associate the block with your application data.
Scale Annotation — sets the size of the annotation, which can be enlarged or reduced.
Copy To Clipboard — you can paste the annotation into another application.
Cut, Copy, Delete
Send to Back / Front — with multiple annotations you can layer them with some overlaying portions of each other with the most important one being on top.
Specify Size — specify the height and width of your annotation in inches.
Fit to Page — scales the annotation to automatically fit your page size.
Use Relative Sizing
Repeat on every page — places the annotation on every page of your report.

Adding a Line

To add a line:

1. Click the Add line to current report page icon () in the Design Tools section of the Design Report sub-tab.

2. Draw your line on the canvas.

After a line has been added, right-clicking the line displays additional options:

Format… — opens a dialog box where you can set the thickness, style, and color of the line to be selected.
Make Vertical / Make Horizontal — toggles the line from horizontal to vertical, and vertical to horizontal.
Send to Back / Front — with multiple lines you can layer them with some overlaying portions of each other with the most important one being on top.
Specify Size — specify the height and width of your line in inches.
Fit to Page — scales the line to automatically fit your page size.
Use Relative Sizing
Repeat on every page — places the line on every page of your report.

Adding a Frame

This option creates a blank frame that can be re-sized, placed around objects, and moved, so that you can decide which portions of a report / template to group together.

To add a frame:

1. Click the Add frame to current report page icon ().

This places a rectangle on the current page of the report.

2. Double-click the rectangle to open the Format Frame dialog box.
Or, right-click the rectangle and select Format.

3. Specify the frame's thickness and style from the drop-down lists; then click OK.

You can click-and-drag a plot or image into the frame you just created.

After a frame has been added, right-clicking the frame displays additional options:

Format… — opens a dialog box where you can set the thickness and style of the frame to be selected.
Cut, Copy, Delete
Send to Back / Front — with multiple lines you can layer them with some overlaying portions of each other with the most important one being on top.
Specify Size — specify the height and width of your line in inches.
Fit to Page — scales the line to automatically fit on the available space on your page.
Use Relative Sizing
Repeat on every page — places the line on every page of your report.

Adding an Image

To add an image:

1. Click the Add image to current report page icon ().

This creates an image rectangle on the canvas.

2. Double-click the rectangle to select a particular image.
Or, right-click the rectangle and select Select File Name.

The Open dialog box opens, where you can select files with extensions EMF, WMF, BMP, GIF, TIFF, TIF, JPG, JPEG, JFIF, PNG, and ICO. This dialog box also shows a preview of the currently selected image.

3. Select your file and then click the Open button.

After an image has been added, right-clicking the image displays additional options:

Change File Name… — changes the selected object to another one.
Set Dynamic Image Flag — certain images can be switched at run-time.
Restore Original Aspect Ratio... — restores the object's original aspect ratio.
Scale Image
Copy to Clipboard — you can paste the image into another application.
Cut, Copy, Delete
Send to Back / Front — with multiple lines you can layer them with some overlaying portions of each other with the most important one being on top.
Specify Size — specify the height and width of your line in inches.
Fit to Page — scales the line to automatically fit your page size.
Use Relative Sizing
Repeat on every page — places the image on every page of your report.

Adding Text

With this option you can create labels or static text in the report template.

To add text:

1. Click the Add text to current report page icon ().

This places a rectangle on the current page of the report.

2. Double-click the rectangle to open the Edit Text dialog box.
Or, right-click the rectangle and select Edit / Format Text.

3. Enter and format your text.

4. Click the OK button.

After text has been added, right-clicking the text displays additional options:

Edit / Format Text... — used to change the text in the selected object.
Copy to Clipboard — you can paste the image into another application.
Select text from annotation — copies the text from an existing annotation.
Vertical Justification — select top, center, or bottom for your text's vertical justification.
Border Width / Border Style / Border Color — sets the width, style, and color of the border.
Background Color — displays a selection of colors for you to change the color of the text box.
Transparent — enables the text box to be transparent.
Cut, Copy, Delete
Send to Back / Front — with multiple text boxes, you can layer them with some overlaying portions of each other with the most important one being on top.
Specify Size — specify the height and width of your text box in inches.
Fit to Page — scales the text box to automatically fit your page size.
Use Relative Sizing
Repeat on every page — places the text box on every page of your report.

Adding a Schematic

To add a schematic:

1. Click the Add schematic to current report page icon ().

This places a rectangle on the current page of the report.

2. Double-click the rectangle to open the Schematic Selection dialog box.
Or, right-click the rectangle and select Select / Edit Schematic.

3. Select your schematic from the drop-down list and click OK.

After a schematic has been added, right-clicking the schematic displays additional options:

Cut, Copy, Delete
Send to Back / Front — with multiple text boxes, you can layer them with some overlaying portions of each other with the most important one being on top.
Specify Size — specify the height and width of your schematic in inches.
Fit to Page — scales the schematic to automatically fit your page size.
Use Relative Spacing
Repeat on every page — places the schematic on every page of your report.