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.

• Use the Action Bar to:
  • Edit the Template
  • Create a Report based off the template
  • Delete the template
• 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.
   
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.
3. Click Save.

Edit a Template

1. Click the Edit Report button in the Actions column for to the template you wish to edit. 
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. 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.