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How do I view or edit my saved Report Templates?

To view your saved Reports Templates, navigate to the “Reports” section from the top navigation under "More>Templates" which will bring you to the template tool.

If you have access enabled within User Permissions, your saved Report Templates will be listed here. All templates created by your organization will be accessible from this page. 

  • To edit, click on the name of the saved Report Template.
  • To delete, select the check box in the lower right hand corner and choose “Delete” from the left-hand navigation. You can also click “Select All” to select all your saved Reports Templates and choose “Delete” from the left-hand navigation.
  • Sort your saved Report Templates by Template Title, Created By, Created Date, Updated By, and Updated Date.
  • Filter your saved Report Templates by Recently Added, Recently Updated, Created By, or by a range of Dates Created.

*If you do not have access to Report Templates, you will not be able to navigate to the template tool - please contact your account's Administrator.

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