How To Template A Report (Transcription)

  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.

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