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Create a report template from an existing report
Create a report template from an existing report

Turn any report into a template - you'll have the option of doing this when creating a new report template

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

How to create a report template from an existing report

You can turn any report into a template, and then build upon it to meet your reporting needs. To do this:

From your Home page, navigate to your "Templates" control panel via the left side menu.

Then, select the "Reports" tab.

Next, click "Create Template" at the top right.

If you haven't created any templates yet, you'll see the "Create Template" button in the middle of the screen instead.

Either way, this will open the Report Template Creation Wizard. In the first step, you will select "Clone an existing report".

You'll then be prompted to select an existing report to clone. Select from the list of reports and click "Continue".

In the second step (Pick a Name), type in any name you prefer and hit Continue.

Finally, you'll be presented with the main report template design editor, where you can add/customize sections and widgets just as you would when designing a standalone report. 

Customize your template to meet your business needs, saving regularly. When finished, Save again, before clicking the X to exit the template editor.

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