Create or update a template

Save a report structure for future use.

A good template should be generic enough to reuse and specific enough to save time.

Before saving a template:

  • Remove client-specific notes that should not appear elsewhere.

  • Use clear page and widget names.

  • Check that the layout works for different clients.

  • Keep only the widgets your team actually uses.

Update templates when your reporting process changes, not every time one client needs a small custom edit.

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