Template Filters

Templates let you quickly access reports you use frequently, without needing to reconfigure filters, KPIs, or date ranges every time.

Once saved, a template can be:

• Re-used instantly from the Reports section

• Scheduled to be sent to your email on a regular basis

Using a Template

To load an existing template in the Reports section:

1. Click on the “Templates” area
2. Type the name of the template or use the dropdown to browse
3. Select the template you want to use

The system will automatically load:

• Pre-defined KPIs

• Selected Drill-down variables

• Saved Date ranges

• Applied Filters

You can modify any of these settings as needed before clicking on “Refresh Data” or “Download Report.”

Clear the Selected Template

To remove a selected template:

• Click the “X” at the end of the template name

• This will clear the current configuration so you can start fresh

Switch Between Templates

To change templates:

• Reopen the Templates dropdown

• Select a new template from the list

• The report will reload using the new template settings