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 get started, click Templates on the left sidebar.
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.
In the Template creation window, choose "Clone an existing report" as the source for your template.
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.
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