The following guide presents the procedures to manage your report templates. This will let you create a custom report by saving the period, the filters and the selectors (View, Group by...) you were using. Plus, you'll be able to access to these templates quickly from the left menu.
Using templates involves adding or removing columns in your report. To learn more about managing the report columns, please consult the guides Understand the report columns and Configure the report columns.
Create a report template
To begin, choose the columns you want displayed in your report.
After having configured the columns in your report, click on the report title to enter its name. The default name of the report will be “No Title”.
This action will bring up the Save button to the right of the report’s name. Click to complete the creation. You will then see this template appear in the side menu to the left of your screen.
Delete a report template
To delete a report template, click on the secondary menu icon (...) located at the top right of your screen. Then select the option My views.
You will then be able to see a list of your different views. If you want to delete one of the views simply click on the Delete button to validate your choice.
Modify a report template
The procedure for this action is quite unusual because you will have to delete and create views.
To start, select the view you want to change by clicking on the (…) located at the top right of your screen. You must then delete this view using the procedure detailed in the section right above.
Once this view has been deleted, you can choose the columns to display as well as their order in your report. For more information, please consult the guides Understand the report columns and Configure the report columns.
After having configured your report columns, click on the report title to enter its name once again. You can finally click on the Save button next to the name of the report to validate the changes.