Use a report template
After creating a template, you can apply it to new reports.
1. Click New on the right side of your work space.
3. Title the new report.
Last updated
After creating a template, you can apply it to new reports.
1. Click New on the right side of your work space.
3. Title the new report.
Last updated
2. Select the template from the drop-down menu.
Alternatively, you can right click the company name or folder and select New > New Report > choose the template from the drop-down menu.
4. Click Save.
5. Items you included in your template will appear on screen. Edit as needed.
