A template saves how you set up a report: filters, grouping and columns. Then you don't have to set it up again each time. Make as many as you want, like a weekly view or an ads view.
Save a template
Set up the report the way you want it.
Click "New template" at the top right. Already have templates? Click Templates, then "New template from current filters".
Type a template name.
Want it to open on its own each time? Turn on "Set as default".
Click Save template.
Open a template
Click Templates and pick one. To go back to the normal report, click the template name at the top right, then Clear template.
Change a template
Open the template and change the filters.
Click Save at the top right.
Pick one:
Save as new template: keeps the old one as it is and saves a new one.
Update [template name]: replaces the old one with your changes.
Rename, copy or delete
Click Templates, then the 3 dots next to a template. You can:
Set as default. To remove it, click the star next to Default template.
Rename
Duplicate
Delete
Frequently asked questions
Can my team see my templates?
No. Templates are saved for you only. Each user makes their own.
I don't see the Save button.
It only shows after you change something on a template you opened.