How to remove a template report or save one in another file

Question

I saved a basic report form I'd made in "My Templates" in Numbers.  Now, I've used it to make a monthly report for my organization and want to save that report in the organization's file, not in "My Templates".  How do I do this"?   Also, I'd like to remove monthly reports from "My Templates".  How do I do that?  I couldn't find any help in HELP.

Answer 1

Hi Jean,
This response applies to Numbers '09, operating under Mac OS X version 10.8.x (Mountain Lion). It may not be accurate for the same version operating under OS X v10.7.x (Lion).
If your original report form was saved using  File > Save as Template, Number will have automatically placed it into your My Templates folder, and it will appear in the My Templates section of the Templates Chooser.
When you choose that template to open a new document, the new document will open as "Untitled"
Click Save at this point to open the Save dialogue.
Change the Name of the document in the Save As: box. (hilited)
IF the dialogue shows only the Save AS: box, the Where: popup and two buttons (Save and Cancel), as seen above, click the disclosure triangle to the right of the Save AS box to get the display below (plus a list of the files and folders in the folder indicated in the pop-up)
Change the destination folder by navigating to the one in which you want it saved. (Pop-up below the title box, and file/folder list in window)
When the pop-up shows the name of the folder in which you want to save the document, Click Save.
Now begin working on the document you have created, named, and shown Numbers where you want saved.
Numbers will now automatically save that document in that folder when you press command-S or choose Save from the File menu.
You need to go through the steps above for each new document.
Regards,
Barry