Use the Custom Report Template Library

Pre-designed layouts you drop your own data into.

Creating a report from a template

1. Go to reporting, click New Report.
2. Choose From Template Library.
3. Filter by industry or tag.
4. Preview options.
5. Apply the template.
6. Review the live data preview.
7. Set delivery schedule.

Turning your own report into a template

1. Finalize layout and branding on an existing report.
2. Replace specifics with generic placeholders.
3. Set minimum read-access permissions.
4. Save into the template library.

Why this is worth using

Saves rebuilding the same layout every time and keeps formatting consistent.