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How do I further customise a Report Template?
How do I further customise a Report Template?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

To do additional customisation, you must start from the Custom Template

  • Navigate to Reports > Builder > Custom Templates

  • Select the Template

  • Click on the overflow menu (...) to the right of SAVE

  • You might like to make a Copy for the additional updates

  • From the overflow menu again, choose Edit Template.

Note:

You cannot Edit from the Bundle screen, even if you click CONFIGURE.

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