Create report template

To create a report template:

  1. Click Live Reporting.
  2. Click  New. The New report dialog is displayed.
  3. Select a company. Data from this company will be used in your report template.
  4. Enter a name in the Report name field. Use a logical name for the report template to make it easy to identify.
  5. Click Create. The report template is added to list, and has Draft status ().

NEXT: Now you need to edit the report template.

See also How can I create a backup of the report definition?