Oct 19, 2023
We offer you to start on creating reports more easily using templates, including carrying over the widgets, tabs, and filters to reports created from one of your templates.
The Templates tab itself is identical to Reports, excepting the button at the top right corner - it says Generate template instead of Generate report.
To create your first template and all subsequent ones, click the orange Generate template button in the upper right corner.
This will bring up the template creation menu, which is similar to report creation one.
By default it contains two fields:
Type the name of a new template (this is the only field which is strictly required). Website/app/page/client as the prompt says, can serve as the name of the template, but do not limit the list of possible names.
The second line allows you to manage template access:
By clicking the Create template button, you immediately create a template and go to its page.
The interface of this page is almost completely analogous to the report page interface, but it doesn’t load actual data or provide sharing:
All other report options are available:
IMPORTANT: modifying templates will affect only new reports without changing already existing ones.
You can use the template for two purposes:
In the report creation menu (or the template creation one, as far as they are similar) you can select a template needed with the corresponding option, appears if you have created at least one template.
Click the left mouse button on the Templates line in that dialog and choose a template from the list expanded.
The report or template created in this way will use the same widgets, rules and settings, it will not be customized again from scratch each time.