Select Template Manager in the upper-left corner of the window.
(Optional) To view all available data set templates, selectShow Everyone's Templates.
Right-click the data set template you want to modify, then select Properties.
On the Template Properties tab, use the options to change the template Name, Author, the Data Source used for the template, and the Description of the template.
Select theRuntime Parameterstab, then select the specific parameters to prompt for each time the template is run.
The parameters you select are the categories that will be highlighted in Yellow when you open the template to create a chart or report.
Select thePublishingtab, then select charts and reports you want to make available to others in the Production client application.
Select theGrant Accesstab, then select the users and groups you want to have access to the template. (Select Allow everyone to access to make the template available to everyone in your organization).
SelectOKto complete the template (if prompted, selectYesto overwrite the existing template and confirm your selections).