How to update an existing report template

This article will take you through the steps required to update your existing template.

Required System Role: Standard User

Required Team Role: Contributor 

First, navigate to the reports area of your Consultation Manager.

Then select the type of report you want to update the template from.

Select the template you want to update from the available templates that you have previously created.

Make any necessary changes to your search parameters and then click the 'Update Template' button at the top right.

A popup will appear requesting that you update the template name and then you can click 'Save changes'

Your template has now been updated with the new search parameters for future use.