Save and reuse report templates

Turn an analytics report into a reusable template when you want to repeat its structure without rebuilding it. Templates copy the report configuration and board layout, but they do not copy cached report results.

Save a report as a template

1. Go to Analytics and open the Reports tab.
2. Find the report you want to reuse.
3. Open the report's actions menu and select Save as template.
4. Enter a Template name.
5. Optionally, add a description that explains when teammates should use the template.
6. Select Save template.

Permissions A project editor, admin, or owner can save a report as a template and create reports from templates.

Create a report from a template

1. Go to Analytics.
2. Open the Templates tab.
3. Find the template you want. You can search templates by name or description.
4. Select Use template.

Userorbit creates a new report from the saved configuration and layout. Changes to the new report do not change the template.

Edit a template's details

1. On the Templates tab, open the template's actions menu.
2. Select Edit details.
3. Change the name or description.
4. Select Save changes.

The template's creator and project admins or owners can edit its details.

Delete a template

1. On the Templates tab, open the template's actions menu.
2. Select Delete.
3. Confirm the deletion.

Deleting a template does not affect reports that were already created from it. Only the template's creator and project admins or owners can delete it.