The Report Templates Library

VIDEO: An overview of the Report Template Library
This video tutorial explains how you can use the Report Template Library to manage your report templates for you (and your users).
Tue, 10 Nov, 2020 at 3:00 PM
What is the Report Template Library?
Clearly suitability reports must always be personalised and tailored to the client's individual circumstances and objectives. However, there may be time...
Thu, 4 Mar, 2021 at 5:45 PM
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, 3 Mar, 2021 at 11:24 AM
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 o...
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