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Naming the report template

How do I change the name of a report template?

You have the option to name your templates when setting them up.

The name is useful when selecting what report to fill out for a customer, and it also sets the template apart from other templates of the same type. 

 


 

 

How to edit the name of your template

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Click on the Name (e.g. Report) or  edit_-_Rapport.png to edit the name of the template

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