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Managing templates

You can view, edit, clone, export, import, and delete the templates of reports you own (or have permission to manage).

View a template

  1. On the Reports page, click the report name or its View button.
  2. Click the Template tab, or open the actions menu and select View Template.

The Template tab shows all template settings — layout, filters, email, and schedule.

Edit a template

  1. Open the report.
  2. Click Edit Template.
  3. Change any setting — title, columns, sorting, filters, schedule — and save. See Creating report templates for every option.

Clone a template

To use an existing report as the starting point for a new one:

  1. Open the report.
  2. Open the menu next to Edit Template and select Clone Template.

Export a template

Templates can be exported as XML files — useful for backup or for moving a report definition between environments:

  1. Open the report.
  2. Open the menu next to Edit Template and select Export Template.

The XML file downloads to your computer.

Import a template

  1. On the Reports page, click Import.
  2. Choose the template XML file and submit.

Delete a template

  1. Open the report.
  2. Open the menu next to Edit Template and select Delete Template. A confirmation toast with an UNDO link appears briefly after deletion.

Warning

Deleting a report template also deletes all report results built from it. To delete results while keeping the report, use Delete Results instead — see Viewing reports.

You can also delete reports from the Reports list: select their checkboxes and click Delete in the toolbar.