Purpose: Manage report templates by adding, editing, duplicating, or deleting report templates.
Location: Analysis & Reports > Reports

Procedure

  1. Do the following:
    • Click Add to add a new report template.
    • Click Summary Report to open up the link to the summary report page where you can add reports using the Summary Report template.
      You can either schedule or manually run a summary report.
      You can return to the main report page by clicking on the browser's back button.
    • Click Run Now to generate the report.
    • Click the report name to view or modify the report template.
    • Select a report template and then click Duplicate to copy the report template.
    • Select a report template and then click Delete to remove the report template.