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How to save your report as a template?
How to save your report as a template?

Save your report as a Team template and use it among all client folders.

Daumante Kubiliunaite avatar
Written by Daumante Kubiliunaite
Updated over a week ago

Are you planning to use the same report template in the future? Whatagraph 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 the "Actions" button and then click on "Save as Team template":

Step 2: Navigate to your team template gallery, where you will be able to find your saved report templates:

If you want to edit the template that you have created, in the template gallery you would need to click on the 3 dots, and then press on "Edit template":


*Please note that when you create a report from a Team Template, it will use sample data. You would just need to change it from sample data to the one you would like to use.

​If you have any questions or need additional help, please get in touch with our customer support via live chat or hi@whatagraph.com

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