Dynamic Templates that are shipped with the product or that are downloaded from the Cloud cannot be overwritten and will only allow save as to a different name.

To customize a Dynamic Template, search or navigate the report folders to find the Dynamic Template to be modified. When you select the template, an action bar provides a guide for actions that can be taken.

The Customize button launches the Dynamic Template Designer tool. All Dynamic Templates can be customized. If the template is an out-of-the box report, it can be customized and then saved in a user-defined report folder. See also, Modify an Out-of-the-Box Dynamic Template and Save a Dynamic Template After Edits.

The Export button enables the export of a file that will have a file extension of: .rtd. This report template can then be imported into a user-define report folder on another Portal. Only Dynamic Templates in a user-defined report folder can be exported. See also, Exporting/Importing Dynamic Templates Containing Custom Attributes.

When you export a report template that was created with the Dynamic Template Designer, if the template relies on custom, user-defined attributes, those attributes are included in the exported report template definition (.rtd file). When the report template is imported into another Portal, those custom attributes will appear automatically in that Portal’s reporting database. Custom attribute types supported in the Dynamic Template Designer include: Array, Drive, Host, and Library.