Required System Role: Standard User
Required Team Role: Editor
Report Templates can be saved and used as many times as you need.
How to generate a Report Template
- Select Reports > Reports.
- On this screen, you can see all current Report Templates.
- You can select the three dots next to a Report for some quick actions.
- From here, you can clone the template, download the report, or delete the template.
- You can also search, filter and sort your current Templates to find what you're looking for.
- For a new Report Template, select 'Create Report', then follow one of the following guides to create the report:
- When you reach the final steps, select 'Save as Template'.
- Select 'Reports' to go back to the main Reports page.
- Your new Template will be saved there.
Created: 15/09/2025
Last Modified: 29/10/2025