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Create Custom Template

This is the best starting point to learn about customising reports

Mick Devine avatar
Written by Mick Devine
Updated over a year ago

Calxa provides 180+ default report templates to chose from but Calxa Premier customers can also create custom reports using the Report Designer. 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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