---
title: "Templates"
slug: "dxp-ug-analytics-templates"
updated: 2025-06-20T16:50:45Z
published: 2025-06-20T16:50:45Z
canonical: "support.nectarcorp.com/dxp-ug-analytics-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.nectarcorp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

When you click on **Analytics**, the **Reports** page opens. Click the **Templates** tab. You can view a list of User and Tenant templates and actions from this page.

![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750437512983.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A12%3A09Z&se=2026-11-06T07%3A12%3A09Z&sr=c&sp=r&sig=nMvPIH8s8oJwsCbZ5HbsO5PnaGCGyg1epzS79omxEiE%3D)

- Use the Action Bar to:
  - Edit the Template
  - Create a Report based off the template
  - Delete the template![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750437652439.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A12%3A09Z&se=2026-11-06T07%3A12%3A09Z&sr=c&sp=r&sig=nMvPIH8s8oJwsCbZ5HbsO5PnaGCGyg1epzS79omxEiE%3D)
- These functions will be covered later sections.

## Create a Template

You can create report templates that can be used to create new Analytics reports.

1. Click **Create Template**. The **Create Template** panel opens.  
![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750437691150.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A12%3A09Z&se=2026-11-06T07%3A12%3A09Z&sr=c&sp=r&sig=nMvPIH8s8oJwsCbZ5HbsO5PnaGCGyg1epzS79omxEiE%3D)
2. Creating a template is fundamentally identical to creating a Report, except you cannot Schedule Configuration
  1. For a guide on **General Information**, **Widgets Selection**, and **Widgets Configuration**, see [**Reports**](https://support.nectarcorp.com/docs/reports-2#create-a-report)**.**
3. Click **Save**.

## Edit a Template

1. Click the **Edit Report** button in the **Actions** column for to the template you wish to edit. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750438034792.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A12%3A09Z&se=2026-11-06T07%3A12%3A09Z&sr=c&sp=r&sig=nMvPIH8s8oJwsCbZ5HbsO5PnaGCGyg1epzS79omxEiE%3D)
2. The **Edit Report** panel opens. Click **Next** to advance through the tabs, and edit the Report as needed.
3. Advance to **Scheduling Configuration**, and click **Save.**

## Create Report Based on Template

1. Click the **Create Report** based on this template button in the **Actions** column for the template you wish to copy.
2. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750438157787.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A12%3A09Z&se=2026-11-06T07%3A12%3A09Z&sr=c&sp=r&sig=nMvPIH8s8oJwsCbZ5HbsO5PnaGCGyg1epzS79omxEiE%3D)The **Edit Report** panel opens. Click **Next** to advance through the tabs, and edit the Report as needed, then set the **Scheduling Configuration**.
  1. For assistance with this, see [**Reports**](https://support.nectarcorp.com/docs/reports-2#create-a-report).