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Create a report using a report template

In the second step of the report setup wizard (choose source), just select "Start from a Template".

Matthew Davis avatar
Written by Matthew Davis
Updated this week

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".

You can choose from templates you've previously created or our choice 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.

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