Templates help you to maintain consistency and save time while generating reports. By using templates, you can save the layout of a Summary Report and create standardized Summary Reports in any Scorecard.
Creating a Summary Report Template
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Locate the report you are going to be working with, in this example, ‘Summary Report’.
Click the edit Pencil icon
Mark the checkbox next to Include in template library
Once you are done with the changes, click Save
Adding a new report using a Summary Report Template
Once you have a summary report template set up, you can easily create a new report using the new template.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Click on the dropdown menu next to the Plus icon
Select Add From Template
Select the desired Report Template using the dropdown menu
Under Name, enter the name of the new report you are creating, in this example, ‘Summary Report Q1 2024’.
Once you are done with your changes, click Save
You will find your newly created report under Measure Reports
