How to create a report template?

Arundhati

I have created a report and want to save that as a template that others in my team can use. When I try to save a Sheet as a template, I am able to click on File -> Save As Template. But I don't see this option for a Report. Is there a way I can do this?

Andrée Starå

Hi @Arundhati

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here's a possible workaround or workarounds

• Rename the Report and add Template in the name and instruct users to make a copy of it.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Arundhati

Hi Andree, thank you for responding so quickly! I added it to the idea list

Andrée Starå

@Arundhati

Excellent!

Happy to help!

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