The Report Template Library

What is the Report Template Library?
Suitability reports must always be personalised and reflect the client's individual circumstances and objectives. However, there may be times when you ...
Thu, 25 Jun, 2020 at 10:05 AM
How do I create a report template?
There are 2 ways that you can create a new report template for you (and your users). 1. Clone an existing report template belonging to you, your company...
Wed, 29 Jan, 2020 at 4:30 PM
How do I edit a report template?
You can only edit report templates belonging to you or the organisation to which you belong (assuming you have the necessary admin privileges). To edit ...
Wed, 29 Jan, 2020 at 4:32 PM
How do I clone a report template?
You can clone any report template in your Report Template Library, even those that aren't owned by you. When you clone a report template an exact copy ...
Wed, 29 Jan, 2020 at 3:45 PM
How do I hide a report template?
You can hide a report template (i.e. remove it from any selectable drop downs within the report builder) by unchecking show. If you are an administrator of ...
Wed, 29 Jan, 2020 at 4:32 PM
How do I share a report template?
Account Admins of multi-user company and group plans can also share their report templates with other account users or linked accounts. To share a report te...
Wed, 29 Jan, 2020 at 4:33 PM
Report tags and templates
When you create a report template you can also add some searchable tags (keywords) to the template which help highlight to you (and your users) that that pa...
Wed, 29 Jan, 2020 at 4:34 PM