In the Reporting solution, go to Custom Reports. In this tab, you can see all the reports that were created by you, or made available to you by your team members. Use the filtering tools, and the column headers, to organize and quickly find the needed report template.

To create a new report template, click Add New Report.

In the Settings tab, give it an appropriate name, and decide on the page size and layout.

In the cards tab, you can choose from a series of cards to include in your report.

When you add a card, you can click on it to open more sorting and filtering tool specific to the card.

In addition to the available cards, you can create your own custom chart. Then click the card to add more details and customize the chart.

Click and drag the cards name to organize the order in which they appear in the report.

Finally save the report, either as a draft which is a work in progress template and only available to you. Or save it to the project or globally to all project.

Once saved, you can preview the report.

If you want to go back to the previous screen, click on Edit.