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How to Create a Custom Reporting Template

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.

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