Once you have created a report, you can save it as a template for reuse in other projects. To learn more about how to create a report, please refer to the article Generating a report
After completing your report, click the “Save as a template” button to save it for future use.
Using this button, you can either create a new template or update an existing one.
To create a new template:
Select “Create a new template”.
Write a suitable name for the template.
Click “Save”.
To update an existing template:
If you notice components you want to add or remove, make the desired changes in your project.
Click “Save as a template” and select “Update an existing template”.
Choose the template to update from the dropdown menu.
Click “Save”. This will overwrite the previous version of the template.
You do not need to update the template from the original project used to create it.
Using your template in a project
When you open the “Generate” view in a project that does not have an existing report, you will see four options for creating a report. Select “Import existing report template”.
Select the report template you wish to use, then click “Continue”. You can also edit or delete templates using the icons to the right of the report name.
After selecting the template, the report will be auto-populated and ready for use. If you need to make any further changes, feel free to do so, then click “Generate full report” to obtain the results.
