In step 2 of a report, click Save as template. You choose whether your colleagues can also see the template, or only you. After that, the template is under Report builder on the Saved tab.
How to do it
- Create a report as described in Creating a report and go to Step 2 of 2: Review.
- Click Save as template. The Save this report dialog opens.
- Fill in a Name (required).
- At Who can use it?, choose:
| Choice | Who sees the template |
|---|---|
| Everyone in this environment (default) | You and your colleagues in this client. |
| Only me | Only you, but in all clients you have access to. |
- Click Save.
Using or deleting a template
- Open Reports > Report builder and the Saved tab. Personal templates are under Only for me with the Personal label.
- Click the template. The report builder opens with the saved settings. Change them if needed and create the report.
- Do you want to remove the template? Click Delete report at the top right and confirm. The template disappears for everyone who could see it. Downloads that were already made with it stay available.
Good to know
- A template with a fixed period such as "Last month" moves along: if you run it a month later, you get the new last month.