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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 from the Create new... menu or from the Reports app.

Create a Template from the Create new... menu

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

  1. In the left-hand sidebar, click Create new....
  2. Select Report Template. The Reports app opens in a new tab.

    Create new menu with 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 a Report

To save a template directly from a report:

  1. Create a report (Create a Report).

  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 available in the Reports app, not in the legacy Reports app.
Note: Your saved template will only allow you to modify the year across comparable survey years and geographies.
Tip: You can find all your saved templates in My Projects in the left-hand sidebar.

Next steps:

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