How to create a report using a report template

Choose "Reports" from the left side menu.

Click "Create Report" at the top right, and begin the report setup wizard as you would for any other report.

In the second step of the wizard (Choose Source), select "Start from a Template".

Choose from templates that you've previously created, or our selection of professionally designed, pre-configured templates.

Tick the radio button next to your chosen template, then click "Continue".

You'll then be presented with the design editor for this report, where you can apply additional customizations of your choice.

What's Next

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