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.

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.