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!

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