How do I create a new report template with custom fields?

You can create a report template with custom fields in the Report and Run: Cloud web portal.

1. Create a report template and check the Customize box.

2. Add existing custom fields or create a new field from this screen.

3. The template you create in the web portal will then show as an option in the Report and Run: Integrate mobile app.

The report template feature is not available in the offline app.

Related

• Article: Create a new report template in Report and Run: Cloud

• Article: Convert an existing report into a template in Report and Run: Cloud

• Article: Create a report from a template in Report and Run: Integrate

• FAQ: How do I save commonly used text so that I don't have to type it each time?