How do I save a report as a new template and switch between templates?

How to save a report as a new template

1. Open Reports
2. In the header, click on “Save as New Report”
3. Enter a name for the new template
4. Click Save

👉 Your current report layout and content will be saved as a new template

How to switch between templates

1. In the top left corner of the header, find the template selector
2. Click to view available templates
3. Select the template you want to use

How to delete a template

1. Open the template selector (top left)
2. Find the template you want to remove
3. Click on Delete

Important notes

• Deleted templates are permanently removed
• The currently active template cannot be deleted

When should you use templates?

• Create different templates for:
  • Executive summaries
  • Detailed analysis reports