Linking an Excel 2007 Template

To change an xlt (Excel 2003) template to an xltx (Excel 2007) template the following steps need to be followed.

Run your existing Excel 2003 report out as normal in Excel 2007

Minimise Excel 2007

Go back to Report Manager and unlink the xlt template from the report by selecting the Unlink Template icon

Confirm that you would like to unlink the template

Notice that there is now no Template linked to your report

 While your report is still selected, select the Create and Link  icon


Select the Workbook to link as Template (the Excel workbook you’ve minimized) and select OK

Confirm that you would like the Parameters on the Second Worksheet by selecting Yes


You will now be given the option to select the Template File Format

Select the Excel 2007 Template (*.xltx) and select OK

Select OK again

The new template is now successfully linked to the report