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How To Template A Report (Transcription)

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

Click on Projects in the navigation bar on the left.

Select the Report you want to create a template from.

Click on the Share button on the top right of your Report.

Type in the template name, write a description and choose which integrations are present in the template

1. Click on the client you want to create a template from the Report for.
2. Click on Projects in the navigation bar on the left.
3. Select the Report you want to create a template from.
4. Click on the Share button on the top right of your Report.
5. Click on Save as Template.
6. Type in the template name, write a description and choose which integrations are present in the template
7. Click Save Template.

How To Template A Report

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