A Report Template saves your preferred data settings so you can generate a consistent, professional Report without reconfiguring it every time. Build one for each Report you send regularly and your communications stay standardized.
Create a Report Template
Navigate to Reports/Docs > Reports in your left-side menu
Select New Report at the top right, then choose the Report you want to generate from the drop-down menu
Check the box next to Save as Template and give your template a title
Check the box next to each field you want included in this template
Select Generate Report
Use a Saved Template
Navigate to Reports/Docs > Reports in your left-side menu
Select Templates at the top right and choose your template
All of your data settings are already selected, saving you the setup
Delete a Report Template
Navigate to Reports/Docs > Reports in your left-side menu
Select Templates > View All Templates at the top of the list
Select Actions to the right of the template you want to remove, then select Delete
Did you know?
From creating your first Report to customizing your branding, using templates, and exploring every Report type available, our complete guide covers it all.