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.

What's Next

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