Create new report template

Create new report templates with logical names and draft status.

To create a report template:

  1. Click Reporting.
  2. Click on the button with three dots … Actions Button
  3. Click New. The New report dialog is displayed.
  4. Select a company. Data from this company will be used in your report template.
  5. Enter a name in the Report name field. Use a logical name for the report template to make it easy to identify.
  6. 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.

Last modified May 8, 2026