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(New UI) Manage report templates

Last update: November 5, 2026

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Report templates are predefined report layouts that you can reuse when you generate most reports. Using templates saves you time if you want to use non-default parameters, run variations of the same report, or run the same report according to a regular schedule. Saved templates are available on the Templates tab in Reports > Reports.

You can maintain up to 100 templates at a time.

Viewing the data requires the View Scheduled Reports permission. Creating, duplicating, editing, running, and deleting templates, as well as copying row data, requires the Edit Scheduled Reports permission. You can edit only templates that you created.

Available actions

Create a report template template-create

  1. In the main menu, click Reports > Reports.

  2. Click the Templates tab.

  3. Do either of the following:

    • To create a new template, click Create Template. In the Create a New Template panel, select the report category and report type, and then click Proceed.

    • To create a template based on an existing template, hold the cursor over the template row and click either Template Settings Template Settings or … > Duplicate.

  4. Enter a unique Report Name for the template, and make sure Save as Template is enabled.

    The setting is enabled by default when you start with Create Template. If you disable it, the final action changes to Run Report, which generates a report instead of saving a template.

  5. Configure the report settings for basic and advanced reports, assist reports, model accuracy reports, or specialty reports.

    Click Next to move between the settings sections.

  6. (Optional) To generate reports automatically, configure the Frequency and delivery settings in Scheduling.

  7. Click Create.

You can also save a template while creating a report from the Latest Reports tab by enabling Save as Template before submitting the report settings.

View a report template’s settings template-view

To inspect settings without changing the original template, open a duplicate. This requires the Edit Scheduled Reports permission. Opening the duplicate doesn’t save a new template.

  1. In the main menu, click Reports > Reports.

  2. Click the Templates tab.

  3. Hold the cursor over the template row and click Template Settings Template Settings.

  4. Review the report settings.

  5. Click Cancel when you’re finished. If prompted to discard the setup, click Discard.

To save a copy instead, follow the template creation procedure.

Edit a report template template-edit

You can change the settings and schedule of any template that you created. The changes apply to reports generated from the template in the future.

  1. In the main menu, click Reports > Reports.

  2. Click the Templates tab.

  3. Select the check box next to one template that you created.

  4. In the bulk actions toolbar, click Edit.

    Edit isn’t available when multiple templates are selected or the selected template was created by another user.

  5. Change the report settings. To add, change, or remove a schedule, edit Frequency in Scheduling.

    Select a daily, weekly, or monthly frequency for scheduled reports. To remove a recurring schedule, select Now.

    Save as Template and Type are read-only when editing an existing template. You don’t need to enable Save as Template again.

  6. Click Save.

Run reports on demand for specified templates template-run

You can run reports for one or more templates at any time.

  1. In the main menu, click Reports > Reports.

  2. Click the Templates tab.

  3. Do either of the following:

    • (To run a single template):

      1. Open the template row’s menu and select Run.

      2. In the confirmation message, click Confirm.

    • (To run one or more templates):

      1. Select the check box next to each template that you want to run.

      2. In the bulk actions toolbar, click Run.

      3. In the confirmation message, click Confirm.

You can also run a template while editing it by clicking Run Report and then Confirm. Save any changes first; this action runs the saved template.

Delete report templates template-delete

You can delete any report template available to you. When you delete a template that includes a schedule, that report isn’t generated in the future.

  1. In the main menu, click Reports > Reports.

  2. Click the Templates tab.

  3. Do either of the following:

    • (To delete a single template):

      1. Open the template row’s menu and select Delete.

      2. In the confirmation message, click Confirm.

    • (To delete one or more templates):

      1. Select the check box next to each template that you want to delete.

      2. In the bulk actions toolbar, click Delete.

      3. In the confirmation message, click Confirm.

Copy all data in selected rows to your clipboard copy-to-clipboard

Copy the visible information in selected rows, according to the applied filters and columns visible in the view. The information is saved as tab-separated values (TSV).

  1. Select the check box next to each row whose data you want to copy.

  2. In the bulk actions toolbar, click Copy.

  3. In the confirmation message, click Confirm.

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