This article will help you to:
- Use the templates previously created to create your reports
How do I create a report from a template?
The prerequisite to use the "Template" feature is to have created... a template. Please refer to this article for the implementation of a template. Once the template is created here is the procedure to follow:
- Click From Template and select the template created
The unlocked variables appear during the creation of the template:
- Select the desired new variables. In our example, we want to switch from a daily to a monthly report.
- Create your report by clicking on "Finalize Report".
Congratulations, you have created your new report in a few clicks!