This article will help you to:
- Understand what a template is
- Saving a report as a template
- How to use a template to create a new report
The templatization of your reports allows you to save any report, regardless of its complexity, to make your template easy to (re)use.
There are many applications, but one of the most frequent is the use of templates to modify the analysis period (from a daily to a monthly report for example) and the filter (country, campaign, etc) of a report.
Prerequisites for a good use of the template
First of all, make sure that your basic report is structured as reliably as possible! This step is crucial because you are building the skeleton of all your future reports!
Make sure that:
- The principle of inheritance is respected (especially in terms of data sources and dates).
- All your widgets have an intelligible and understandable name.
How to create a template?
Once your report is well built:
- At the report level, click on "Save As Template".
- Name your template and click on "Create Template".
Then, all the variables you will be able to act on will appear: Reeport lists all the elements that can be modified in the report. The goal is to allow the end user to modify only the fields that will be useful to him, to switch from one country to another, or from one period of comparison to another for example.
Start by locking them all by clicking on "Lock All".
- The methodology consists in unlocking only the variables that you wish to make modifiable by your collaborators. In our example, we want to change the dates.
You can unlock the variables by clicking on the padlock to set them to "Unlocked" In our example, we unlock :
In our example, we unlock:
- Date > Yesterday
Once you have selected all your variables, save your template by clicking on "Save Template".
Congratulations, your template is created!