Create a New Report Using a Preset Template

You can use a preset template to help expedite the process of creating a new report.

Before you begin
You must first designate a previously created report as a template. See Create a Preset Template for more details.
Procedure
  1. To use the template as a base for a new report, tap the Plus icon on your report queue page.
  2. Select the appropriate report type from the list.
  3. Tap the menu icon next to the report name.
  4. Select Load from Preset Template.
  5. Select the template you want to use as the basis for the new report.
  6. Edit the fields as needed to complete the new report.