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Bulk apply a report template to existing reports
Bulk apply a report template to existing reports

Tick the box next to the name of the reports. Click "Apply Template", and then choose the template to be applied

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

How to bulk apply a report template to existing reports

From your home page, open the left side menu and click Reports.

Locate the reports you'd like to apply the template to, on either the Scheduled or Unscheduled tabs. Tick the box(es) next to the report(s) where you'd like to apply a template to, then click "Apply Template" at the top of the column.

Choose the template to apply, then click "Apply Template".

The template will then overwrite the existing contents of the reports.

Note: Please use caution. Once overwritten, the previous contents of the reports cannot be recovered. We recommend making templates of existing report designs before overwriting them with a template, so the previous designs can be reverted to if needed.

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