Define a reusable report template from a saved query and a layout.

Available on Enterprise to Organization Admins and Collaborators. A report template is the reusable definition behind a report. It fixes the layout and the query that supplies the data, and defines the parameters a user sets each time the report is run. Create the template once, then run it for any period (see Run a report from a template).

To prepare the query first, see Create a query, or create one during this task.

1. Select Reports to open Report Templates, then Start a new template to open the Create a Report Template form.
2. Under Basic information, enter a Title and Description, choose the Company the report applies to, and choose the Applicable country (or Global if it spans all jurisdictions).
3. Under Layout, select how the data is displayed:

   Basic table

   For a single-statement query.

   Cross-check

   For a two-query #[MATCH] reconciliation query.

   Side-by-side

   For two queries without matching.

   See Reports for more information.

4. Under Query, select the saved query that supplies the data. If you need a new one, select I want to create a new query to open the Query Builder, then return to the template.
5. Select Save (top right).

The template appears in the Report Templates list, where anyone with access can run it.

Next, run the template to produce a report. See Run a report from a template.