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How to save your report as a template?

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

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 spaces or folders

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 reports list view, click on the arrow-down button and select "New report from template". There, you will be able to find a list of your "Team Templates"


Tip: You can also access the templates in the report list view by selecting "Team Templates"

If you want to make changes to your team template, in the template gallery, click on the 3 dots and then select "Edit template"

Note: When you create a report from a Team Template, it will use sample data. You will need to change it from sample data to an integration source to see actual data.



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