---
title: "Use report templates"
description: "If you make the same selections for a report regularly, you can save the selection as a template, to easily pick it up the next time you need to get current data for that particular selection."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/getting-started/using-reports/use-report-templates/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/getting-started/using-reports/llms.txt


# Use report templates

Last modified February 19, 2026

> If you make the same selections for a report regularly, you can save the selection as a template, to easily pick it up the next time you need to get current data for that particular selection.


This applies to several reports in Financials.

## How to create and save a template

1. As an example, go to the [Balance by customer (AR632500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-reports/balance-by-customer-ar632500/index.md) window.
1. On the **Report parameters** tab, make your selection.
1. Click **Save template**. The **Enter template name** dialog box is displayed.
1. Enter a name and click **OK**. Your template is displayed in the **Template** field. You can make several templates with different criteria.

<h2>Related pages</h2><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/getting-started/using-reports/use-additional-sort-and-filters-on-reports/index.md">Use additional sort and filters on reports</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/supplier-history-ap652000/index.md">Supplier history (AP652000)</a></li><li><a href="/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/aged-outstanding-ap631500/index.md">Aged outstanding (AP631500)</a></li><li><a href="/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/balance-by-supplier-ap63250s/index.md">Balance by supplier (AP63250S)</a></li><li><a href="/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/aged-past-due-ap631000/index.md">Aged past due (AP631000)</a></li><li><a href="/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-summary-ap401000/index.md">Supplier summary (AP401000)</a></li><li><a href="/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/index.md">Send reports (SM205060)</a></li>
</ul>


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[View this page](https://docs.vismasoftware.no/visma-net-erp/getting-started/using-reports/use-report-templates/)