Managing Report Templates
Purpose: Manage report templates by adding, editing, duplicating, or deleting report templates.
Location: Analysis & Reports > Reports
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Click Add to add a new report template.
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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.
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Click Run Now to generate the report.
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Click the report name to view or modify the report template.
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Select a report template and then click Duplicate to copy the report template.
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Select a report template and then click Delete to remove the report template.
