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.
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'.
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.
Modify the selected template
You can always change from one template to the other, by opening the drop-down menu and selecting another template.