Save a template in insights
Click into insights along the top navigation.
On the right navigation click build a report.
Select all the information you want on the report.
Click run report.
A new section called save template will populate on the right hand side under the run report button.
Click the arrow icon to expand the field, image below.
Give your template a title and description.
Click save template.
Location of my report templates in insights overview
Click insight along the top navigation.
Click my templates on the left navigation.
A screen with saved template will open.
Note: You are required to save report templates first so they will show in this section.
Understand a saved report template in my templates
In the steps below you will know what the symbols mean in a saved template:
Alarm clock icon
This icon denotes that there is a running schedule set for this template, i.e., it's scheduled to run automatically at a certain time of the day, week, etc.
Created
The date when the template was created.
Important navigation tip: Note that the existing templates can be sorted in ascending or descending order by clicking the orange triangle.
Title
The title of the template.
Folder icon
Denotes which properties have access (or not) to a particular template.
There are three different possibilities:
Padlocked folder: Denotes that this particular template is locked for a specific property, and only that property will have read & write access to it.
Padlocked folder with a green plus sign: A folder with a green plus sign indicates that the container is private, but shared. A number of properties may have access to it.
Folder with a blue Earth icon: Denotes that the folder is visible to everyone.
Edit: This option enables you to edit the current saved Template.
Run Report: This is where you can manually run the saved template.