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:
- Click Live Reporting.
- Select the report templates you want to include in the package.
- Note: You can only package report templates that use the same integration. Apply the Integration filter in the Search & Filter bar.
- Click Add to package. The Add to package dialog is displayed.
- Create a new package or select an existing package.
- Click Add. The report package is added to the report list.
To remove report templates from the package;
- Click the report package.
- Click Edit.
- Click the report you want to remove.
- Click Yes to confirm the removal.