Edit a report template

Last update: 2023-09-29
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  • User

You can change the settings for any report template you created. The new settings are applied to any reports using the template that are generated in the future.

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

  2. Click the Templates tab.

  3. Click the template name.

  4. Change the report settings.

    NOTE

    When you edit the settings, you don’t need to select the check box next to “Save as template” in the Scheduling and Delivery section. Doing so prompts you to create a new template with a different name.

  5. Click Update Template.

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