Create a report template

Last update: 2023-09-29
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You can save multiple report templates for any type of performance report. You can create a template from scratch or base it on an existing template. You can maintain up to 100 templates at a time.

  • To create a template from scratch, do either of the following:

    • From the Reports tab, create a report, selecting the check box next to Save as template, which is next to the report name.

    • From the Templates tab:

      • In the main menu, click Search > Insights & Reports > Reports.

      • Click the Templates tab.

      • Click Create Template and select the report category.

      • Specify the report settings.

        The “Save as Template” setting is automatically selected.

  • To create a template based on an existing template:

    1. In the main menu, click Search > Insights & Reports > Reports.

    2. Click the Templates tab.

    3. Click the template name, and edit the report settings if necessary.

    4. Select the check box next to Save as template (which is next to the report name), enter a new report name, and then click Update Template.

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