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Linked Report Templates
Linked Report Templates

Learn how to create a linked report.

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

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.

1. Linking reports

First, you need to select the report you want to use as a master template.

Step 1. Open the report and click on "Actions" to save the report as a team template:

Step 2. Go to the client's folder, where you want to have a linked report, and create a report from the template. Choose team templates from the template gallery, and find the report you want as a master template. Hover over the report and click on three dots, where you need to click the option "Create and link to the template":

This will create a linked report in the client folder you have selected. The linked report will be indicated by the "Linked" message in the report itself and the report list:

Note: The same step can be followed to create a linked report in another client's folder.

Step 3. If you need to apply changes in the master template, you must go to team templates and click on the option "Edit template".

While 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:

2. 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.

Step 1. Go to the report that is linked to the template and click on the already added text widget. Change the text and click on the "Close" button:

For more information on how to create linked reports, please check the video below:

If you have any questions or need additional help, please get in touch with our customer support via live chat or

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