A Report Template saves your preferred data settings so you can generate a consistent, professional report without reconfiguring your settings every time.
How to create a Report Template
Navigate to Reports/Docs in your left-side menu
Select New Report > select the report you would like to generate from the drop-down menu
For this example, we will use an inventory report.
Check the box next to Save as Template and give your template a title
Select your preferred data settings by checking the box next to each field you want included in this template
Click the blue Generate Report button
Now, when you are in the Reports/Docs page, click the blue Templates button and select your template. All of your data settings will already be selected, saving you precious time!
By creating templates for each of the reports available, you can standardize your communications, which is the most professional and efficient way to share your art with collectors, exhibition partners, and other audiences.
Want to learn more about Reports?
From creating your first report to customizing your branding, using templates, and exploring every report type available, our complete guide covers it all.
How to delete a Report Template
Navigate to the Reports page in your left-side menu
Select Templates > Select View All Templates at the top of the list
Click Actions to the right of the template you wish to delete > select Delete
