A template saves your report setup—filters, grouping, and report columns—so you don’t have to rebuild it every time. It helps you stay consistent and quickly switch between different views (like weekly, monthly, or advertising reports).
Save a Template
Customize your report (filters, grouping, columns).
Click “Save as Template” (top right).
Enter a name.
(Optional) Check “Load as default search” to make it your default.
Click Save.
Create Multiple Templates
You can save different versions for different needs, for example:
Weekly or monthly performance
Advertising-focused reports
Each template keeps its own settings.
Update a Template
Open a report using a template.
Make changes.
Click “Save Changes” (top right).

