You can create a report template with your preferred settings. This features allows you to quickly create—and share—lists of your art, without having to check your custom data settings each time you generate a new report.
How to create a Report Template:
Click on Reports/Docs
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
Next, select your preferred data settings by checking the box next to each setting you will always want to include in your reports going forward.
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.
Did you know?
To get more general information on creating reports, click here.
How to delete a Report Template:
Navigate to the Reports page
Click Templates
Click View All Templates at the top of the list
Click Actions to the right of the template you wish to delete
Click Delete
