Skip to main content

Save and Update Report Templates

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

  1. Customize your report (filters, grouping, columns).

  2. Click “Save as Template” (top right).

  3. Enter a name.

  4. (Optional) Check “Load as default search” to make it your default.

  5. 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

  1. Open a report using a template.

  2. Make changes.

  3. Click “Save Changes” (top right).

Did this answer your question?