How can the Administrator or the Supervisors copy report templates?

The user types administrator and supervisor both have access to copy a report template. This can be useful if you have created a standard template that you need to copy and adjust to a specific customer.

In this article, you will learn how to copy an existing template:

• How do I make a copy of a report template?

How to copy a report template

In the menu, go to Reports > Templates

 

Click on to create a copy.

Learn more about how to set up your template in the section: Report template settings