---
title: How do I create a report Template, and how can I use this in the future?
description: Executive reports, data, graphs, reporting, board reports, export, download, AI
---

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29 July 2026

# How do I create a report Template, and how can I use this in the future?

 To create a report Template so that you can easily create the same reports regularly for different date ranges, follow the same steps for generating a report.

When you are happy with what is to be included in the report, instead of hitting the Generate Report button, hit the Create Template button.

Name this Template accordingly, hit Save, and now this Template will be live in the Report Templates dropdown menu for future use.  

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