To edit a template, select it in the list of templates in the Template Editor. You can change the name of the template or its comments in the controls at the right. To edit the layout of the template, click the Edit button in the toolbar. This brings up the Advanced Report Designer, which you can use to change the layout of the report.
Use the Advanced Report Designer to edit a template the same way you use it to modify a normal report. You can add rectangles, lines, pictures (such as a company logo), and so forth. The objects in the template appear on every report using that template. You can also specify the paper size and source tray or bin. However, due to its nature, there are a few differences between a template and a normal report:
- Some objects in a template are placeholders, which indicate where a particular object in a normal report is placed and how it's formatted. For example, in the picture above, the FIELDTEMPLATE object is a placeholder specifying how fields in the Detail band of the report appear and GROUPTEMPLATE is a placeholder for grouped fields.
- Some objects need to be moved or resized as the report width adjusts based on the number of fields that appear in the report. For example, the Page Header object stretches horizontally so it's as wide as the report and the Page # object is moved to the right so it's at the right edge of the report.
You can control both of these issues on the Other page of the Properties dialog for an object. For a field object, you can specify whether it's a template, or placeholder, object and how its size and position are adjusted.

The choices for the Template type setting are:
- Not a template: this object is not a placeholder, but appears in every report using this template.
- Detail field template: this object is a placeholder for fields that appear in the Detail band (all but grouped fields in quick reports and data area fields in cross-tab reports). The Expression for this object is unimportant ("FIELDTEMPLATE" is used in the templates that come with Stonefield Query just to make it obvious what type of object this is), as is the size (the field is sized according to the data in the report), but other properties such as the font name, font size, foreground and background color, Print When settings, and so forth are used by field objects for a report. In addition, the vertical position of the placeholder is used to determine where in the Detail band fields go, and its horizontal position is used to determine the location of the first, leftmost, field.
- Column heading template: this object is a placeholder for the column headings for fields, and should be placed in either the Page Header or Group Header bands. As with detail field template objects, the Expression and size are unimportant ("Column Heading" is used in the Expression in the templates that come with Stonefield Query), but other properties, including the vertical and horizontal positions, are used.
- Group field template: this object is a placeholder for grouped fields, and should go in the Group Header band. As with other template objects, the Expression and size are unimportant ("GROUPTEMPLATE" is used in the templates that come with Stonefield Query), but other properties, including the vertical and horizontal positions, are used.
- Group heading template: this object is a placeholder for the heading for grouped fields, and should go in the Group Header band, usually to the left of the group field template object. As with other template objects, the Expression and size are unimportant ("Group Heading" is used in the templates that come with Stonefield Query), but other properties, including the vertical and horizontal positions, are used.
- Group footer template: this object is a placeholder for grouped fields in the Group Footer band. As with other template objects, the Expression is unimportant ("GROUPFOOTERTEMPLATE" is used in the templates that come with Stonefield Query), but other properties, including the vertical and horizontal positions, are used. Unlike other template objects, however, how the width of group footer template objects is adjusted depends on the value of the Trim mode for character expression setting. If this is set to Default trimming, the object is sized according to its contents. If this is set to any other value, the object is sized so it does not bump into the left-most summary field.
For example, in the template used by the following report, Trim mode for character expression for the GROUPFOOTERTEMPLATE object is set to Filespec: Show inner path as ellipsis. In this case, this object is only as wide as the amount of space available to the left of the subtotal field, and as a result, part of the value is replaced with "...".

Contrast this with the template used by the following report. Here, Trim mode for character expression is set to Default trimming. In this case, this object is sized as wide as necessary for its contents, and as a result, there isn't room for the subtotal field on the same line, so it's moved to the next line.

Thus, you have control over whether grouped fields in the Group Footer band are sized to their contents, which may cause subtotals to move to the next line, or sized to allow subtotals on the same line.
- Group summary template: this object is a placeholder for the subtotals or other calculations of fields in the Group Header band. As with other template objects, the Expression and size are unimportant ("GROUPSUMMARYTEMPLATE" is used in the templates that come with Stonefield Query), but other properties, including the vertical and horizontal positions, are used.
- Summary field template: this object is a placeholder for the grand totals or other calculations of fields in the Summary band. As with other template objects, the Expression and size are unimportant ("SUMMARYTEMPLATE" is used in the templates that come with Stonefield Query), but other properties, including the vertical and horizontal positions, are used.

Even objects that aren't placeholders can have their size and/or position adjusted as necessary. The choices for the Size/position adjustments setting are:
- No adjustments: the size and position of this object are not adjusted.
- Stretch to page width: this object is stretched horizontally so its right edge aligns with the right edge of the page. This is typically used for lines or fields such as the Page Header object which should be the whole width of the page.
- Align at page right edge: this object is moved horizontally so its right edge aligns with the right edge of the page. This is typically used for fields such as the Page # object which should print at the right edge of the page.
To specify that a particular paper size or source is used for all reports using the template, choose Report Properties from the Report menu, click the Page Setup button and select the desired paper size and source in the Page Setup dialog, then click OK. Be sure to turn on the Save printer environment setting before clicking OK to close the Report Properties dialog or these settings aren't saved.
Once you've finished making changes in the Advanced Report Designer, save the changes using the Save function in the File menu and close the Advanced Report Designer.