Creating a Report Template

Report templates can be used to save your self time and also in Scheduled Reporting.


Required System Role: Standard User

Required Minimum Team Role: Contributor

Creating a Report Template

1. First navigate to the Reports area in CM.

2. Select the Report type for your template.

3. Select New * Report (in this instance we have selected Tabular).

4. Filter your search results until you have the results you require. 

5. Select all the Fields you want to include in your Report Template.

6. Click 'Save As Template' in the upper right.

7. Save your report and give it a meaningful name.

8. Find all your saved report templates here.