Support Center / Reports / How to create a new report template

How to create a new report template

Report templates help you to predefine a slide layout of your report.

  1. To create a new report template, go to Reports module menu, select the Slide Templates submenu and click on the Add icon report template
  2. Fill in a template name, a responsible person and click on the Add box icon box settings
  3. Click on the Box Settings icon and customize the box title, color and icon
  4. The Box title can be overwritten directly after clickingo on it box name
  5. Color can be changed by clicking on the little drop icon next to the box title box color
  6. Add as many boxes as you need and save the template complete template