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What is a template?
You can easily re-run reports you use often with a template.
They are reports you have previously saved and you can view them directly by selecting a template in Reports or scheduling it to be sent to your email regularly.
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Use templates
On the Reports section, you can select any of your existing templates:
Click on the Templates area
Type the name of the template or search using the dropdown
Select the template you want to use
The platform will automatically populate the pre-set KPIs, drilldown variables, date ranges, and filters. You will be able to modify to match your needs before clicking on 'Refresh data' or 'Download report'.
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Clear the selected template
You can clear the selection by clicking on the x
at the end of the section, as shown in the screenshot.
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Modify the selected template
You can always change from one template to the other, by opening the drop-down menu and selecting another template.