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How To Use A Template In A Report
How To Use A Template In A Report
Chris Irwin avatar
Written by Chris Irwin
Updated over a week ago

How To Use A Template In A Report (Transcription)

  1. Click on the client you want to create a Report template for.

  2. Click on Projects in the navigation bar on the left.

  3. Click on New Project in the top right corner of the Projects page.

  4. Click on Start from a template.

  5. This will take you to the templates page where you can choose which template you want to use.

  6. Click on Use Template.

  7. Rename the template if you would like to change the name.

  8. Click on Create Project.

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