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Save a layout

Save the selection of modules that you usually report as a template.

Lucía Achigar avatar
Written by Lucía Achigar
Updated over 2 years ago

If you report the same data regularly, you can save the selection of modules that interest you as a template. In this way, you can activate all the sections that interest you with a single click.

  1. Click on “Create report”.

  2. Select all the sections you want to see in your report.

  3. If necessary, order them.

  4. Click 💾 “Save template”.

  5. Enter a name and then click “Create”.

👉🏽You will see all the saved templates under “Select a template”.

👉🏽To apply the module selection automatically, you just have to click on the name you assigned to it.

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