# Use a report template
1\. Click **New** on the right side of your work space.
2\. Select the template from the drop-down menu.\
{% hint style="info" %}
Alternatively, you can right click the company name or folder and select **New** > **New Report** > choose the template from the drop-down menu.\
{% endhint %}
3\. Title the new report.
4\. Click **Save**. \
5\. Items you included in your template will appear on screen. Edit as needed.\
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