Now that you have created a very intricate report for your client, we offer templates so you have a head start on creating reports for your other clients as well, including carrying over the widgets, tabs, and filters to reports created from this template.
The templates tab itself is identical to Reports, excepting the red button at the top right corner - it says “Generate template” instead of “Generate a report”.
When you press generate template button a template creation dialog appears, which is similar to report creation one.
In this window, you must enter the name of the template and access type. By pressing the create template button, you immediately create a template and go to its page.
The template interface is almost completely analogous to the report interface, but it doesn’t load actual data or provide sharing: you can not share your template by private link, sheldue e-mails or create a PDF-file with your template In addition, you can not visualize template in third-party visualization tools (e.g. Tableau, Looker, etc.), because template only forms the structure of the future reports.
All other report options are available:
In the report creation dialog (or the template creation one, as far as they are similar) you can select a template needed with the corresponding option.
Press 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.