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Report Template



Templates

It is possible to create filter templates that allow you to quickly populate the filter fields and recover the report settings. Templates can also be set as default and shared with your team members.

Step-by-step procedure:

  1. Open the 'Reports' page.
  2. Populate the filters fields.
  3. (Optional)Customize your report settings.
  4. Click the  to open the menu.
  5. In the 'New Template' section enter a name for your template.
  6. (Optional)Press the toggle buttons below the name field to set the template as default or to share it with your team.
  7. Press the  to create & save the template.


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