Create new report template

To create a report template:

  1. Click Reporting.
  2. Click New. The New report dialog is displayed.
  3. Select a company. Data from this company will be used in your report template.
  4. Enter a name in the Report name field. Use a logical name for the report template to make it easy to identify.
  5. Click Create. The report template is added to list, and has Draft status
Note

If you have selected a category or categories when you create a new report, the new report template will automatically be added to that category or categories. C

NEXT: Now you need to edit the report template.

Last modified April 16, 2025