Creating a template from an existing or new report

You can create a template from an existing or a newly created report (accessible to everyone in the organization with report creation rights) by checking a clearly indicated box when creating it (or later, by choosing Edit Report).

1. Choose existing report:
Reporttemplate 1.png

2. In the existing report, choose Edit Report

Reporttemplate 2.png

 

3. Tick the box under Template

Reporttemplate 3.png

4. When you would now Add a new report...

Reporttemplate 4.png

5. ...this report will be shown as a template option, below the standard templates.

Reporttemplate 5.png

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