How do I create a report from a template?

Templates give you a head start by providing a report that already follows a common pattern. You can use a template as-is or adjust it to match your needs.

Before you start

You need the Custom Reporting permission to create reports.

Create a report from a template

1. Go to Reporting and Analytics and select All reports.
2. Select Create report, then choose to start from a template.
   
3. Browse the available templates and select the one that best matches your goal.
   
4. Review the preconfigured columns and filters so you understand what the template includes.
5. Adjust any settings that do not match your needs, such as the date range, filters, or grouping.
6. Rename the report under a new name if you plan to reuse it.
7. Select Run report to generate download the full results.
   

Tip

Templates are a good way to learn how reports are structured. Once you are comfortable, you can build your own reports manually or with AI.