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(New UI) Manage report templates

Last update: May 22, 2026

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  • User

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 or run variations of the same report, or if you want to run the same report according to a regular schedule. Saved report templates are available from the Report Templates section of the Reports page.

You can maintain up to 100 templates at a time.

Available actions

Create a report template template-create

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

  2. Do either of the following:

    • To create a template from scratch from either the Latest Reports tab or the Templates tab, create a report, enabling the Save as Template setting.

    • To create a template based on an existing template:

      1. Click the Templates tab.

      2. Do either of the following:

        • Hold the cursor over the template row, and click … > Duplicate.

        • Select the check box next to the existing template. In the bulk actions toolbar, click Duplicate.

      3. (Optional) Rename the template, and edit the report settings if necessary.

        Click Next to move between the setting sections.

  3. Enable the Save as Template setting.

  4. Click Create.

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 > Scheduled Reports.

  2. Click the Templates tab.

  3. Do either of the following:

    • (To run a single template):

      1. Hold the cursor over the template row, and click … > 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.

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 > Scheduled Reports.

  2. Click the Templates tab.

  3. Do either of the following:

    • (To delete a single template):

      1. Hold the cursor over the template row, and click … > 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.

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