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Create Legacy Template

Mick Devine avatar
Written by Mick Devine
Updated over 2 weeks ago

TIP ๐Ÿ’กIt is easier to create reports using the Dynamic Report Builder

Calxa provides 180+ preconfigured report templates to chose from but if you do need to customise a Legacy template, the first step with any customisation is to choose a default report template that most closely matches your requirements and then edit that.

In this video we create a custom template, give it a meaningful name and look at how to find all your custom templates.

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