Create a new report template
If you don't have an existing template or just want to start fresh, create a new report template.
- 1.Click Report Templates on the right side of your work space.
- 2.Click New.
- 3.Give your report template a title and optional description.
- 4.Click Customize to adjust which report or item properties are included in the template, such as Contact Name and Due Date.
- 5.When you are finished, click Create.
- 6.Add a cover page, sections, and paragraphs to your template as desired.