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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 folders.

Daumante Kubiliunaite avatar
Written by Daumante Kubiliunaite
Updated over 10 months 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.
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