Convert an existing report into a template

You can use existing reports to build your template.

1. On the left side of your work space, select the report you want to make into a template.

2. Click on the report title on the right side of the screen (next to the pencil icon).

You can also convert a report to a template by right-clicking the report title on the left side of the screen and selecting Copy as template.

3. Check the box next to Is Template?

4. Click Update.

The template will be available to all users who have the Create permission, regardless of which folder they were invited.