> For the complete documentation index, see [llms.txt](https://docs.reportandrun.com/manual/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reportandrun.com/manual/readme/customization/report-templates/use-a-report-template.md).

# Use a report template

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

2\. Select the template from the drop-down menu.\
![](/files/NiCJlZfHZZp7dsxroDR9)

{% 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.\
![](/files/a77UnOba93ZWjSUcWsrb)
{% endhint %}

3\. Title the new report.

4\. Click **Save**. \
![](/files/hc899PnWQGKxtfxi6irW)

5\. Items you included in your template will appear on screen. Edit as needed.\
![](/files/MOhahfeMFoBrcEVyKbT3)<br>


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