Use report templates to define a reusable structure for the reports your team needs. You can choose the report type, add and arrange data columns, apply filters, and preview the output — all from one place.
What is a Report Template?
A Report Template is a customizable layout that defines how data is shown in a report. It’s reusable and lets you:
Choose what data to include
Filter and organize the report layout
Run consistent reports across your team
Types of Report Templates
You can create report templates for the following types:
Tickets
Cases
Clients
Sales
Join Report (Cases & Clients)
How to Create a Report Template
You must be on the Template Builder List page to perform the following steps:
Go to the Reports menu from the left sidebar.
Click on Template Builder.
Select the tab for the report type you want to create (Tickets, Cases, Clients, Sales, or Join Report).
Click the [+ Report Template] button.
Enter a name for your new report template.
Click the [Create] button.
You’ll be redirected to the Report Template Details page.
Customizing Your Report Template
The following steps must be done inside the Report Template Details page.
1. Add Columns
Use the search bar to find a column by name, or browse available columns by category.
Apply filters to narrow down your search results.
Tick the checkbox next to the columns you want to add.
2. Reorder Columns
View Rearrange column section.
Drag and drop columns to change their order.
Check the column counter to see how many columns have been added to your report.
3. Apply Filters
View the Filter section for your report type (each report type has different filters).
Select the filters you want to use.
Check the filter counter to see how many filters that you want to apply.
Click the [Apply] button.
Check the data counter to see how many records match your selected filters.
✅ These filters will automatically carry over to the Run Report page.
4. Preview Data
Click Show Preview Data to see how the report looks.
Use the pagination controls in the top-left corner or arrow button that floating in data preview to browse the table.
For templates like Tickets with specific Survey Questionnaire Responses and Sales > Collection Report, that preview data is shown as mock data.
Click the [Go to Preview] button to open the Run Report page for this template type.
5. Edit Report Template Name
Click the ✏ Edit icon next to the report name.
Type a new name for the template.
Press Save icon to save the change.
6. Save and Run the Report
Click the [Update Report] button to save any changes to your template.
Click the [Run Report] button (top-right above the table preview) to generate a report from this template.
Managing Existing Templates
The following actions must be done from the Template Builder List page.
1. Copy a Report Template
Find the report template you want to copy.
Click the Copy icon to duplicate it.
2. Delete a Report Template
Find the report template you want to delete.
Click the Delete icon to remove it permanently.
3. Edit a Report Template
From the list, click either the [Edit] button or the report name.
You’ll be redirected to the Report Template Details page to make changes.
With Report Templates, you can streamline how reports are built and run across your team. Whether you're customizing columns, applying filters, or managing templates — the system gives you full control to keep reporting consistent, efficient, and tailored to your needs.