- Improved productivity when creating and working with report templates
- Use one of our presets as a starting point when creating a new report template
- Preview your report template while creating it to see how it would look for a specific client
- Report templates now start out as a draft when you create it. Once it’s ready you can preview it and publish it to your organization.
- Duplicate existing report templates. Click … on the template you wish to copy and select Duplicate…