



Create a model
Start by exporting the report from your list of "Saved reports" to which you wish to apply a template.
Perform all the formatting and modifications you wish to make to the file.
Save your file.

Import model
In the Admin tab (accessible from the top menu), go to the "Templates" page by clicking in the left-hand menu.
Select the query type to which you wish to associate your template.
Click on "Import file" and select the file you have previously edited and formatted.
Template Category allows you to classify your templates by category (in the report pop-up, this category must be selected to access the corresponding templates).
Confirm by clicking on "Import" (Figure 2).
Your template is now loaded and ready for use on your report (Figure 3).

Link template to report
To associate your Template with your report, return to the list of your Saved Reports in the Reporting tab and click on the report you wish to assign.
Click on "Attach to template" and select the previously created template (Image 2).
Click on "+ Attach report to template".
Your Report template is now created!