How do I use a Report Template?

Created by Sachin B, Modified on Fri, 21 Nov at 1:09 PM by Sachin B

Step 1 of 6

Open Report Templates

Click the Add Report Template option in the sidebar to access the report template section.

Step 2 of 6

Create New Template

Select the Create Report Template option at the top of the page to begin creating a new template.

Step 3 of 6

Create Template Setup

Fill in the details according to your requirements for the Custom Template & click the Create Template button in the header area to save and proceed with your new template.

Step 4 of 6

Open Site Details

Click on your Site in the site list to open its management options.

Step 5 of 6

Create New Report

Select the New Report button in the Reports section to start preparing a report for the chosen site.

Step 6 of 6

Edit Report

Use the Report Builder page to configure your report by adjusting the custom template you have created, branding, dates, and section content.

Note: Verify fields like date range, template selection, and cover page assets before generating the final report.