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From the home page, click Templates in the sidebar, then Reports. From here, Create New.

Create a report template

In the second step of the report setup wizard (choose source), just select "Start from a Template".

Create a report using a report template

Navigate to the "Reports" tab, tick the boxes next to the templates to be deleted, then click "delete".

Delete report templates

Navigate to left panel and click on Templates, click a template to open it for editing, then apply your desired changes.

Edit report templates

Click "Create Template". In the "Choose Source" step, click "Template".

Clone an existing report template

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

Create a report template from an existing report

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

Bulk apply a report template to existing reports

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

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

Templates

Create a custom design with text, images, and links

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