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How do I create a new Bundle of Reports?
How do I create a new Bundle of Reports?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 3 months ago

To create a new Report Bundle, navigate to Reports > Bundles

  • Use + Create New Bundle

  • Create a Blank Bundle or use one of our pre-configured Bundle Kits as listed

Or from the Reports > Builder Screen

  • Configure a report template and review

  • Click Save

  • Scroll down the list of bundles to CREATE NEW BUNDLE at the bottom of the list

  • Give the New Bundle a Name

  • Add the Report

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