How to create a report using a pre-configured report template
In order to assist our customers with quickly designing reports that will "wow" their clients, we offer a variety of pre-designed report templates to choose from.
Begin by choosing "Reports" from the left side menu. Next, click "Create Report" at the top right.
If you're not creating a report from inside a campaign, you'll be prompted to select your campaign.
In the next step of the wizard (Choose Source), select the "Start from a Template" option.
You'll then be presented with a list of templates to choose from. Scroll to reach the list of pre-configured report templates.
Tick the radio box next to your selection, then click "Continue".
Your report will then be created, based on the pre-configured template that you've chosen. You'll then be able to edit the report further and apply any additional customizations.