Linked reports are reports that are linked to a single master template, and any changes to the master template will automatically affect all linked reports. This is a great feature if you want to use the same report layout for multiple clients. One thing to note is that you can edit text and image widgets without affecting the master template.
Linking reports
First, you will need to create a team template from your created report by following this guide
Once you have your template, create a new report in a report list by clicking on "Team Templates". Then find your template, click on the three dots and select "Create and link to template"
This will create a linked report in the report list view. When you open a report, it will have the "Linked" message to indicate that it's a linked report
Tip: You can also find your "Team Templates" here by clicking on the arrow-down button and selecting "New report from template":
Making changes to your template
If you need to apply changes to the master template, you must go to team templates and click "Edit template"
When opening the template, the following message will pop up, which will let you know that any changes you make will affect linked reports as well:
Tip: You can also click on "Linked" to redirect you to the template that the report is using:
How to see which reports are using a specific template
In the "Team templates" section, click on the "i" button in the Linked reports column
It will show a list of the reports that are currently connected to that specific template:
Changing text and image widgets
You can change comments or images in one specific linked report. They will be unique for that report only, not affecting the template or other linked reports.
You can do that by going to the report linked to the template, clicking on one of the text or image widgets and making your changes.
