Are you planing to use the same report template in the future? Whatgraph gives you the ability to simply save your created report as a Team template and use it among client folders. Please follow these steps to save it.

Step 1.: Once you have created your report, click on 'More' button:

Step 2.: Click on the 'Save as Team Template':

Step 3.: Once you saved it, you will be able to use it among all client folders, please see the video below which shows how it works and where to find it:


Did this answer your question?