Create report template
To create a report template:
- Click Live Reporting.
- Click New. The New report dialog is displayed.
- Select a company. Data from this company will be used in your report template.
- Enter a name. Use a logical name for the report template to make it easy to identify.
- Click Create. The report template is added to list, and has Draft status ().
NEXT: Now you need to edit the report template.
See also How can I create a backup of the report definition?