Package report templates

You can package multiple report templates to display each report template as a sheet in an Excel workbook.

In order to do so:

  1. Click Live Reporting.
  2. Select the report templates you want to include in the package.
  3. Note: You can only package report templates that use the same integration. Apply the Integration filter in the Search & Filter bar.
  4. Click  Add to package. The Add to package dialog is displayed.
  5. Create a new package or select an existing package.
  6. Click Add. The report package is added to the report list.

 

To remove report templates from the package;

  1. Click the report package.
  2. Click  Edit.
  3. Click the report you want to remove.
  4. Click Yes to confirm the removal.