Use a report template
After creating a template, you can apply it to new reports.
Last updated
After creating a template, you can apply it to new reports.
Last updated
1. Click New on the right side of your work space.
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.
3. Title the new report.
4. Click Save.
5. Items you included in your template will appear on screen. Edit as needed.
