Reports > Templates

When you are creating a report, you are actually creating a report template rather than a set report itself.

What is a Report Template?

A report template is when you select your report fields, add filters and set your default period. You are able to reuse this report every time you need to generate a report that has the combination of report fields already put together.

  • Simply open Reports list view from the sidebar to see/open already added Reports: 

  • Once a Report is opened you can easily save a copy of it 
  • Simply hit the 'Disk/Save' icon on the upper right and click on 'Save as'

  • A copy of the report is created. Give the report a new title and edit other parameters. 
  • Click on the 'Disk/Save' icon on the right > 'Save' to save changes

> Export & Print