---
title: "Create, remove and schedule a report template"
description: "You can save the parameters you have specified as a template, as described in this topic."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/getting-started/personalise-the-presentation-of-data/create-remove-and-schedule-a-report-template/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/getting-started/personalise-the-presentation-of-data/llms.txt


# Create, remove and schedule a report template

Last modified February 19, 2026

> You can save the parameters you have specified as a template, as described in this topic.


You can save the parameters you have specified as a template, as described
in this topic.
By using this template, you can immediately populate the report
window with your preferred parameters, so you can run reports more quickly.
This
topic also describes how to remove a report template and how to schedule a
report processing.

## Create a report template

1. Open a report window.
1. Specify the report parameters and run the report to check the report settings.
1. In the report toolbar, click **Parameters** to view the parameters in the report window.

    You can click **Parameters** to toggle between the report window and the report without losing the changes made in the report window.
1. To use this template as your default template for the current report (so that when you bring up this report window, the settings of the template are specified), select the **Default** check box.
1. To share this template with other users, select the **Shared** check box.

    You cannot select a shared template as the default. If you select the **Shared** check box, the **Default** check box becomes cleared and unavailable for editing.
1. Click **Save template**.
1. In the **Enter template name** dialog box, which opens, type the name of the new template.
1. Click **OK**.

If you have saved the template as the default, when you open the report window, the
template is already selected and the system automatically fills in the
selections of the template.
If you have not saved the template as the default,
you can select it in the **Template** field and the system
fills in the selections of the template.

## Remove a report template

1. Open a report window.
1. In the **Template** field, select the report template that you want to remove.
1. On the report window toolbar, click **Remove template**.

After removing a template, it disappears from the **Template** field.

## Schedule a report processing

1. Open a report window.
1. In the **Template** field, select the report template that you want to schedule.
1. In the report window toolbar, click **Schedule template**.
1. In the **Select schedule name** dialog box, which opens, click **OK** to open the [Automation schedules](https://docs.vismasoftware.no/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/index.md) (SM205020) window.
1. In the [Automation schedules](https://docs.vismasoftware.no/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/index.md) (SM205020) window, add a new schedule for the report, as described in [Schedule processing](https://docs.vismasoftware.no/visma-net-erp/help/automation/procedures/schedule-processing/index.md).

After you have added a schedule for the report processing, the system will send the report with the parameters specified in the template according to the schedule settings.


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[View this page](https://docs.vismasoftware.no/visma-net-erp/getting-started/personalise-the-presentation-of-data/create-remove-and-schedule-a-report-template/)