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How to create a custom report template?

Streamline your reporting process with reusable templates tailored to your needs.

Daniella Bondar avatar
Written by Daniella Bondar
Updated over 6 months ago

Creating a custom report template allows you to save time and effort by reusing a structure you’ve already built, ensuring consistency across your reports. Here’s how to create and save a custom report template:

Once you have finished selecting all of the data points and metrics you want to include in your report, select "Save Template" at the top of the Reports.

You will then be prompted to give your template a name and description.


When finished, hit save and you're template will be waiting for you in your dashboard next time you return to Reports. having your custom templates makes it easy to reuse them again and again without having to rebuild each time. This way you can get to your data faster.

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