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Renaming a Template

To rename a report template:

  1. Open the template, click , and select Rename Template.



  2. Enter a new title and click Rename.



  3. Your template has now been renamed.


Editing a Template

Change your template's filters, columns, and sorting options.

  1. Open the report template and make changes.
  2. Next, make sure you've clicked the Save Changes button. If you don't click this button, the changes won't be applied.