How can I auto-generate a report from a template?

Joan Hong

Hello!

I have a template that I use for new clients, and I'd like a report that generates for each new template I create - specific to that template.

What I'd like it to look like is:

1. A new copy of Sheet Template A is generated in Workspace X - we'll call it Sheet X
2. A new report is automatically generated from Report Template A in the workspace that Sheet X was created in - this new report is linked to Sheet X - we'll call it Sheet X Report

Is this possible?

Thank you,

Andrée Starå

Hi @Joan Hong

I hope you're well and safe!

If you add all the assets to a folder or a workspace and then use the save as new feature they will all be connected together.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!