Follow these steps to create and use your own custom reporting template.
Step 1: Open a Report
Open any report in the report editor.
Step 2: Save the Report as a Template
Click the vertical ellipsis menu in the top-right corner, then select Save as template.
Step 3: View Your Template
Your report is now saved as a custom template. To view it, go to the Templates page and select the My Templates tab.
Step 4: Use Your Template
To create a new report using your custom template, click Create a new report from the main dashboard. Then select the My Templates filter in the top-right corner and choose the template you want to use.



