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. 1.
    Click Report Templates on the right side of your work space.
  2. 2.
    Click New.
  3. 3.
    Give your report template a title and optional description.
  4. 4.
    Click Customize to adjust which report or item properties are included in the template, such as Contact Name and Due Date.
  5. 5.
    When you are finished, click Create.
  6. 6.
    Add a cover page, sections, and paragraphs to your template as desired.