Create a Preset Template

You can save a previously created report as a template to help expedite the creation of subsequent similar reports.

Procedure
  1. Find the report you want to designate as a template. (See Search for a Report for tips on how to quickly locate a report.)
  2. With the report open, tap the menu icon next to the report name.
  3. From the drop-down list, select Save As Preset Template.
  4. Enter a name for the template, then click Submit.
    tip.pngIf your keyboard is covering up the Submit button, tap Return to hide the keyboard.