# Use a report template

1\. Click **New** on the right side of your work space.

2\. Select the template from the drop-down menu.\
![](https://2258011682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FckLB3gwA2WX6jXVfuW08%2Fuploads%2FX1R1lO2GXk6Flsshz03p%2Fuse-template1.jpg?alt=media\&token=e98b5db6-f02b-4008-8145-ccb051d8f4db)

{% 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.\
![](https://2258011682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FckLB3gwA2WX6jXVfuW08%2Fuploads%2FOA5sfCN4Nz31SwPUREmL%2Fnew-report-template-directory.png?alt=media\&token=63b34a59-a8ca-457b-81e2-e06dc54354a5)
{% endhint %}

3\. Title the new report.

4\. Click **Save**. \
![](https://2258011682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FckLB3gwA2WX6jXVfuW08%2Fuploads%2FpNXG5R7vW9aqP1yxY0rL%2Fuse-template2.jpg?alt=media\&token=cd84e880-7868-45b6-8233-4233c0fe0a84)

5\. Items you included in your template will appear on screen. Edit as needed.\
![](https://2258011682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FckLB3gwA2WX6jXVfuW08%2Fuploads%2FNU4uDViA834Q3o5D1FdE%2Fuse-template3.jpg?alt=media\&token=25b03c77-9571-40ea-848d-48304a4d3a82)<br>