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Save as template an existing report

Save as template button

If you want to save your report settings, you can save it as a template anytime.

  1. Once in Reports, build your report by adding at least one KPI & one Drill-down variable.

  2. (Optional) Select Time zone from the dropdown menu in the pop-up dialog. Choose your preferred time zone (defaults to Universal UTC +0).

  3. Click on the Save as template button.

Fill out the requested information

  1. Name of the template. Make it as descriptive as possible.

  2. (Optional) Privacy toggle:

    • Private OFF means the report is available for your organization. It's the default option.

    • Private ON means the report is only available for your user

  3. (Optional) Add one or more e-mail recipients

  4. Reports settings. Edit from the previous report, if needed, to match your needs.

  5. (Optional) Schedule settings to receive them by email.

    • Select the Frequency

    • Add the Time of the day

  6. Create the template or cancel to exit the setup.

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