Managing Report Templates

Purpose: Manage report templates by adding, editing, duplicating, or deleting report templates.

Location: Analysis & Reports > Reports

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.