Skip to main content

Creating and Saving a Template

Updated

Why use this feature

Templates save you time by storing your preferred list of tables so you can reuse them in future reports. Instead of reselecting tables each time, you can create a template once and apply it across comparable surveys.

You can create templates directly from the dashboard or the new Reports tool.

Create a Template from the Dashboard

To create a template from the dashboard, follow these steps:

  1. Click Create New in the top-left corner of your dashboard.
  2. Select Report Template.


     
  3. Choose the survey of interest.

  4. Select the tables you want to include.
     

  5. Click Save Template.

  6. Enter a name for your template.


     

Your new template will now appear under My Projects > Templates for quick access.
 

Create a Template from the Reports Tool

To save a template directly from a report:

  1. Create a report using the New Reports Tool.

  2. In the top-right corner, click the More Options menu.


  3. Select Save List of Tables.



     

  4. Enter a name for your template and Save.

     

The template will be saved automatically in My Projects > Templates.

 

 

Tip: Templates are only available in the new Reports Tool.
Note: Your saved template will only allow you to modify the year across comparable survey years and geographies. 
Tip: You can access all your saved reports by heading over to the My Projects tab on your dashboard.

Next steps:

 

Related articles