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Save a report or dashboard section as a template, then apply it to your report!

Create and Apply Report Section Templates

Create Client templates with reports and dashboards to streamline new client onboarding and setup.

Create and manage Client templates

Create a dashboard section template then apply it to new dashboards to make uniform dashboard creation a breeze.

Dashboard Templates

Use email templates to cut down time spent updating report emails. Design once then use it forever!

Create Email Templates

Report templates let you build a standard report layout once and reuse it across clients. This article covers everything you need to create, use, manage, and remove report templates in…

Using Report Templates

Tatum Savage

Use Templates to quickly set up Clients, Reports, or Dashboards.

Templates

Create a custom design with text, images, and links

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