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  1. Management
  2. Reporting

Project Templates

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Last updated 1 year ago

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The Project Templates tab displays the report templates created in the project that have been saved with the “Save as template” option active.

Create and use favorite templates

During the process of preparing a report, we will always have the option to save the parameter configuration as a Project Template. To do this, you must check the “Save as template” box before clicking “Save”.

After creating our first Project Template, it will appear as the first report type selection option when creating a new report. Here all the favorite templates that we generate will be saved so that we can use them without having to modify the default ones again.

These templates are editable and can be removed from the panel at any time.

Project template